TheraNest Ideas Portal
Add a new idea Subscribe
Status Completed
Categories Calendar & Scheduling
Created by Guest
Created on Apr 30, 2018

RELATED IDEAS

Add new clients from the calendar

Allow me to add a new client to the system when viewing the calendar and/or agenda so I can add a client and then quickly schedule them an appointment.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    Thank you for your interest in adding this functionality to TheraNest! We have added the ability to add new clients from the Schedule page and while scheduling appointments. This feature will be released to all customers in the coming months. Thank you for being TheraNest Customer!
  • Attach files
  • Guest
    Reply
    |     Feb 23, 2021
    Agreed!
  • Guest
    Reply
    |     Mar 31, 2020
    Ability to add a client via the caledar/scheduling screen
  • Guest
    Reply
    |     Oct 15, 2019
    It was one of the features that a competitor had that I really missed when I choose theranest.
  • Guest
    Reply
    |     Aug 7, 2019
    Have the ability to add a new client when in the calendar ; most times we are within the calendar discussing appointment options and I should be able to create a new record from calendar
  • Guest
    Reply
    |     Jun 7, 2019
    I would love to be able to add a new client while creating an appointment.
  • Guest
    Reply
    |     Jan 10, 2019
    It'd be awesome if you could generate a new client when scheduling. For example: If I am in the Calendar and schedule an appointment with a client who does not currently have an account, a new client account for that name was automatically generated instead of having to add a new client and then schedule them.
  • Guest
    Reply
    |     Dec 30, 2018
    Easily be able to create appointment for new client through calendar view
  • Guest
    Reply
    |     Dec 1, 2018
    Please make this happen!!
  • Guest
    Reply
    |     Nov 27, 2018
    Yes! This is very helpful for schedulers such as myself. Especially for a busy practice.
  • Guest
    Reply
    |     Nov 12, 2018
    It would save time to be able to add clients through the appointment screen so they can be quickly scheduled vs. going through the client screen, add client, add information, and then schedule them through the appointment screen.
  • Guest
    Reply
    |     Aug 31, 2018
    Yes, I want to click on an appointment slot and have the ability to add a new client name in the pop-up.
  • Guest
    Reply
    |     Feb 27, 2018
    Anytime a new client is added to the calendar or scheduled for their first appointment, we have the option to set them as a new client
  • Guest
    Reply
    |     Mar 6, 2016
    It would be so much easier if we could add new clients from the Calendar page. It would definitely save from having to go to the calendar while they are figuring out when they come in, then adding as a client, and then going back to the calendar.
  • Guest
    Reply
    |     Nov 17, 2014
    When on the phone with a new client I would like to enter an appointment from calendar before entering the new client info.