Permissions

Therapist

Will only have access to schedule group appointments for groups they are assigned to. 

Default/Admin

Can schedule group appointments for any group. 

Before You Begin

Make sure you have create the group first. 

Schedule Group Session

  1. Click on Clients in the primary navigation bar
  2. Click Groups on the sidebar navigation
  3. Find your group and choose Appointments in the Actions section
  4. Click New Group Appointment in the top-right corner
  5. You will be navigated to the calendar with your appointment window open. Your group name will be pre-populated. You just need to choose the service type and date/time.
  6. Click save.

If you schedule a group appointment from the calendar and do not select the group name from the dropdown a new group will be created. We suggest following the workflow above to avoid duplicate groups.

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