Calendar & Appointments

How to manage appointments using the Caspen calendar?

Go to Calendar (https://app.caspen.com/calendar)

The calendar is the central element of Caspen and forms the foundation of effective practice management. It is user-friendly and interactive, featuring drag-and-drop functionality.

The calendar allows navigation between various practitioners or locations, and the date selection feature enables quick movement several weeks ahead. You can also choose from multiple calendar view options—day, 3-day, or week—depending on your preference. Additionally, there is quick access to the client waitlist and a calendar list view, making it easy to manage appointments efficiently. This functionality supports effective planning and scheduling within my practice.

Available calendar features:

• Create Appointment | Activity | Busy Time

• Edit Appointment | Activity | Busy Time

• Re-schedule Appointment | Activity

• Cancel Appointment

• Archive Activity | Busy Time

• Mark the Appointment as Arrived, Missed, or Cancelled

• Mark the Appointment as No-Show

• Add Invoice to the Appointment | Activity

• Add Progress Notes to the Appointment | Activity

• Add Internal Comments