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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 Calendars
Hey there! Setting up your scheduling and calendar in CaseRM is like laying the foundation for a smooth-running operation –...
Create and Manage Calendar Shifts
Shifts define availability within calendars and are essential for scheduling appointments with providers, rooms, and equipment. They allow you to...
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,...