Appointments

Learn how to create and manage appointments in your calendar.

Before you begin: services vs activities

• Appointments (services): Client facing bookings (in-person or telehealth). They appear on the calendar, can send client notifications, and show in online bookings (if enabled).

• Activities: For non-face-to-face work like report writing or billable communications. They do not send client notifications and are not shown in online bookings.

• Create an appointment - Book a new client appointment from the calendar.

• Edit an appointment - Change details like the date or time, service, client, or resources.

• Reschedule an appointment - Move the booking to a new date or time.

• Mark an appointment as missed - Record a no show without cancelling.

• Cancel an appointment - Cancel an upcoming booking.

• Update an appointment status - Quickly set confirmed, arrived, missed, or cancelled.