schedule - create, edit, or delete appointment

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

• Can create repeat visits for multiple days of the week
• 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" 
​

Return to Support Page