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Scheduling and Calendar Setup
Learn how to set up calendars and manage appointments to keep your schedule organized and efficient.
Create and Manage Calendar Sessions
Sessions are predefined time blocks used to schedule appointments in calendars. They can also include billing values by linking one...
Configure Notification Settings
Notification settings let you control the default emails sent for appointments—ensuring clients and providers stay informed without extra manual work...
Booking and Managing Appointments
In this section, you’ll learn the day-to-day essentials for handling appointments – from booking new ones to updating statuses, copying,...
Rebooking, Copying, and Scheduling Repeat Appointments
Need to shift a single appointment, add an occasional extra visit, or set up a series of regular sessions? These...
Arrive, Bill, and Collect
This workflow – often called the “ABC” process – happens multiple times a day for most teams. Marking arrival, billing...