Create
1. Click "Schedule" icon in top left-corner of dashboard 2. Change view 3. Double click in time slot where you wish to create an appointment 4. Select event type 5. Select room 6. Add one or more therapist 7. Add one or more patients 8. Double-check date and start and end times Important things to note: If you're not able to double click to create an appointment, change your view in the bottom right-hand corner to "Group by Therapist" or Add a Room in the Admin Panel . You can create repeat visits for multiple days of the week. You can end an appointment after specific number of occurrences or on a specific date. Edit 1. Click "Schedule" icon 2. Double click appointment 3. If a repeat appointment: Click "Edit current occurrence" to edit only today's appointment or click "Edit the series" to edit every appointment in the series 4. Make your changes 5. Click "Save" Delete 1. Hover mouse in the right-hand corner of appointment box 2. Click X 3. Select "Delete this occurrence only," "Delete this occurrence and future occurrences in the series," or "Delete the entire series and all occurrences" 4. Click "Delete" Comments are closed.
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September 2021
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