How to: Create or Edit Appointment Types for the Scheduler
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Scheduler Page
Overview The Scheduler page allows you to create and schedule Patients for appointments. You can can check them in and out, or mark the appointments as missed. You can customize your scheduler experience and enable family appointments. ...
How to: Create Group Appointments in the Scheduler
You can schedule a Group Appointment for multiple participants. This feature allows you to have one appointment on the calendar that multiple unrelated participants can attend. Typically, we see this used for education, trainings, meetings, or ...
How to: Create or Edit a Clinic / Office for the Scheduler
Clinics or Offices are a great way to organize your clients. They can be referenced in Merge Tags to send a clinic's name, phone number, or even address to a message recipient. You can use a custom Caller ID for members of a particular clinic and ...
How to: View or Edit Existing Appointments through the Scheduler
You can view and edit all currently scheduled appointments for a client or for a family through the Scheduler. Please follow the steps below to view existing appointments. Note: The Scheduler must be enabled on an account prior to use. ...
How to: Edit Existing Patients through the Scheduler
You can edit existing patients or family members through the Scheduler. Please follow the steps below to edit a patient. Note: The Scheduler must be enabled on an account prior to use. Please reach out to ...
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