Calendar & Scheduling

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Automatically schedule clients on a cadence after Initial Assessment

I have used Therapy Notes in the past and after the Initial Assessment, you could select if the client was going to be seen weekly or bi-weekly or monthly. If the client was going to be seen on the same day and time for each appointment as is most...

Guest about 2 years ago in Calendar & Scheduling 0 Future consideration

1 VOTE

Send check-in message to clients prior to appointment

Allow me to send a message to my clients 24-48 hours prior to their appointment asking them to check-in.

Guest about 1 year ago in Calendar & Scheduling 1 Future consideration

1 VOTE

Carryover appointment note to rescheduled appointment

When I reschedule an appointment have the appointment note carryover to the new appointment so I don't have to retype it.

Guest about 1 year ago in Calendar & Scheduling 2 Future consideration

2 VOTE

Search by client ID when creating an appointment

When creating an appointment, allow me to search by the client ID in addition to the client's name.

Guest over 2 years ago in Calendar & Scheduling 1 Future consideration

6 VOTE

Display staff who created appointment

In an agency where multiple people are responsible for scheduling client appointments it would be helpful to see on the appointment or on the appointment list the staff that scheduled/created each appointment.

Guest almost 7 years ago in Calendar & Scheduling 4 Future consideration

2 VOTE

Share availability with clients outside of client portal

Allow me to share my availability with my clients without having them log into the client portal.

Guest over 2 years ago in Calendar & Scheduling 1 Future consideration

3 VOTE

Make hour lines on the calendar darker

Make the lines that separate the hours on the calendar darker so it's easier to read my scheduled.

Guest over 3 years ago in Calendar & Scheduling 1 Future consideration

4 VOTE

Remove service type from synced calendars

Don't display the service type on synced calendar appointments.

Guest over 4 years ago in Calendar & Scheduling 2 Future consideration

4 VOTE

Line up designated therapist colors in the calender

Our office has 11 therapists and scheduling staff need to see all therapist's schedules at once to schedule accordingly for room and location availability. It would be extremely helpful if each color assigned to each therapist would automatically ...

Guest almost 5 years ago in Calendar & Scheduling 2 Future consideration

5 VOTE

Differentiate clients with the same initials

When you have the "Show only client initials in Calendar and staff email alerts" setting enabled, it shows the first letter of the client's first and last name. If I have more than one client with the same initials, I can't tell them apart when th...

Guest almost 6 years ago in Calendar & Scheduling 3 Future consideration

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