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Status Already exists
Categories Calendar & Scheduling
Created by Guest
Created on Mar 25, 2024

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Keeping clients on schedule and Calendar

As clients are archived, the system removes them from the schedule and calendars. I have tried to go back to previous months and view the schedule for what client was seen when or what their basic details (I.E. Insurance preoviders at the time) may be and when a client is archived, the entire thing disappears. The calendar and schedule open up as if there was no appointments on those days. Maybe a tab to check kept appointments in previous months as well.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    When a client is archived, their appointments remain on the calendar. The ability to see archived clients on your calendar is controlled by a setting from your profile. * In the upper right, click your name * Click *My profile and settings* * Click the tab titled *Preferences* * Under Calendar Appearance Preferences, toggle the Include archived clients in Calendar Client filter to "Yes" https://theranest.zendesk.com/hc/en-us/articles/360052498031-Set-Up-Calendar-Appearances-Preferences-TheraNest ( https://theranest.zendesk.com/hc/en-us/articles/360052498031-Set-Up-Calendar-Appearances-Preferences-TheraNest )
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