TheraNest Ideas Portal
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Status Completed
Categories Appointments & Scheduling
Created by Guest
Created on Nov 30, 2017

RELATED IDEAS

Have client portal availability separate from calendar availability

I would like to able to set my "availability" calendar preferences in the client portal separately from the availability in the calendar I use for myself. In other words, if I mark that I am only available on Wednesdays and Thursdays, clients can only schedule themselves then, but then if I want to make an exception and see a client outside of that, say, on a Monday, I cannot add it to my own calendar. I would like to have more freedom in scheduling myself than what I give to my clients.
App Type TheraNest Client Portal
  • ADMIN RESPONSE
    Aug 23, 2024
    Our new Advanced Availability feature is currently in Beta! This feature allows you to create availability blocks on the calendar to specify the services you are available for scheduling at specific times and locations. You can also allow clients to request appointments on the Client Portal during your available blocks. Click the following link to learn more: https://theranest.zendesk.com/hc/en-us/articles/17406970275860-Advanced-Availability-FAQ-TheraNest- ( https://theranest.zendesk.com/hc/en-us/articles/17406970275860-Advanced-Availability-FAQ-TheraNest- )
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  • Guest
    Reply
    |     Sep 2, 2022
    We have some therapists that work from home on certain days and we are getting clients that are scheduling as in office on those days because in their portal, it shows up as available. So, how can we set the calendar preference to show which days a therapist is virtual and which is in office so clients can see that in their portal and request the correct day?
  • Guest
    Reply
    |     Sep 1, 2022
    Would love to see time options such as 2 pm 3 pm 5 pm instead of a calendar where they can choose 2:30 pm if my 3 pm slot is not filled. Simple practice does this.
  • Guest
    Reply
    |     Aug 31, 2022
    I would like to be able to set different calendar availability preferences for myself than what I set for the client portal. Example: I am available to book client appointments between 10am-5pm. I need to be able to book things in my calendar before and after those times, but currently I am unable to unless I change my availability preferences. This also changes the availability in the client portal, which I do not want to do.
  • Guest
    Reply
    |     Jul 6, 2022
    It would be great if the types of appointments available for a client to book could be specified by day of the week. For example, if a therapist only has telehealth availability on Wednesday, then that would be the only option for booking on Wednesday. Or if a therapist doesn't see telehealth on certain days, they can remove it as a preference for that day. As a therapist working in a practice with shared office space, I have limited availability in office and prefer to only schedule teletherapy clients on days that I work from home. It would be great if it was an option for potential and current clients to have this option when booking. Thanks!
  • Guest
    Reply
    |     Feb 5, 2021
    It would be helpful to offer a section where a therapist can list specifics about how they want people to schedule appointments. For example, only that start on the hour. Also, to be able to attach a specific location to appointment availability. For example, Tuesday from 12-3 I am telehealth only, from 5-8 I am in office location A. On Wednesday I am in office location B. So client know when they are scheduling.
  • Guest
    Reply
    |     Feb 3, 2021
    There needs to be a way to set specific times that are available for self scheduling. Although I can limit the time - I would prefer to set specific regular hours for self scheduled appointments of a certain type (initial consultation).
  • Laura Ely
    Reply
    |     Jan 11, 2021
    I would like to be able to have the calendar add specified increments of time before and/or after a session when a client schedules it. I haven't gone to using client portal self-scheduling yet and one reason is that I like to be able to space my appointments to give myself more time between sessions. In order to do that now and have people self-schedule, I will need to block definite periods of time for those "breaks" which will give less flexibility as people are able to schedule themselves. But I do love the idea of letting people cancel and reschedule on the portal! Thank you!
  • Guest
    Reply
    |     Dec 29, 2020
    I'm new so I am not sure if this already exists. I would like to be able to set aside certain blocks of time for people accessing my calendar for self-scheduling an initial consultation. Rather than have access to my whole calendar (which doesn't reflect my daily schedule related to other responsibilities, holidays, etc) I would like to set aside specific blocks of time for new client's requesting an initial consultation. Sorry if this already exists!
  • Guest
    Reply
    |     Dec 22, 2020
    I would love more options in calendar preferences for clients self scheduling. Example - I'm free 8-9am on Tuesdays, but then not free again until 3pm. I would love the option in the calendar preferences to have to option to say I'm free 8-9am for early appts. and then have the other times blocked off until I'm free again 3pm that afternoon. Currently, I have to manually "block off" 9-3pm everyday....as a recurring appt. I've seen this as a feature in other platforms and I loved it. I almost went back to them as this is very useful feature. thanks.
  • Guest
    Reply
    |     Nov 17, 2020
    For example, if you have office hours scheduled between 9am-2pm, clients can request a session at any time within that block which causes problems if/when you are trying to only book at certain increments, like on-the-hour.
  • Guest
    Reply
    |     Sep 17, 2020
    Agree. I’d love the option to say this particular hour is telehealth only or in person only or either!
  • Guest
    Reply
    |     Sep 16, 2020
    It would also be nice if we could set a certain range of hours/days for in-person appointments and a certain range of hours/days for Telehealth appointments, so that days could be better managed.
  • Guest
    Reply
    |     Sep 8, 2020
    the ability to limit client portal availability that doesn't give client access to your whole calendar or not allow you to schedule things yourself outside of that timeframe you selected. So if i set my client portal scheduling to monday, wednesday friday, I want to be able to schedule my own sessions on any other day (and not give clients access to schedule on those days)
  • Guest
    Reply
    |     Jul 27, 2020
    When NEW clients use the https://[ABC].mytheranest.com/account/signup, ability to customize/limit Service Type with self-scheduling. Such as, wanting to add the link for NEW clients to self-schedule a Free Consultation only(Service Type) on a website or manually send them link, BUT have other Service Types available for existing clients.
  • Guest
    Reply
    |     Jun 8, 2020
    Is it possible to edit my calendar so that my clients are not able to view my full calendar and only allow them certain days/times that they may schedule? I have a limited day/time currently set up for them to view via the portal, but I find that every time I make an appt, I have to click on the hour override in order to set the appt. it would be nice if we could "hide" a portion of our calendar, while keeping available days and time open for the therapists to schedule without hitting the override. (I saw this feature on a competitor's website and thought it was great!). I do not allow my clients to view full calendar in order to keep my calendar full without big gaps. Thank you for your consideration!
  • Guest
    Reply
    |     Apr 16, 2020
    I would like more control of my calendar. I would like to offer portions of my calendar to my clients, not my whole calendar. If I offer my whole calendar, I may get clients scheduling every 2 hours, breaking up my whole day. Nothing irritates a therapist more than to have 3 one hour breaks in her day. (Rather than an extra long lunch or quitting early.) I hope this makes sense. Does it? Feel free to ask me if it doesn't. Thanks
  • Guest
    Reply
    |     Aug 22, 2019
    My idea: A different calendar for client portal scheduling where I can select the time slots that are available for client booking. Most of my calendar is booked by me. I would like to have just a few specific slots that could be booked by the client. The current process of blocking out times is very cumbersome.
  • Guest
    Reply
    |     Mar 15, 2019
    I think some of this is mentioned, but I would really like to see a scheduling option for clients that is different from staff availability - so clients can only self-schedule at certain times, set out only for 1 month ahead of the current date. That would help a lot!
  • Guest
    Reply
    |     Jan 21, 2019
    I would prefer not to have my clients schedule out more than 8 weeks or 6 sessions ahead.
  • Guest
    Reply
    |     Dec 7, 2018
    It would be helpful to have an option to set specific session times on the calendar instead of a range of times patients can schedule into. This would allow providers to set specific appointment times for patients (e.g., 8am, 9:15am) and have more control over their schedules.
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