Permissions

Each user can access and control their own preferences.

Before You Begin

At this time Administrators cannot access or control a staff member's preferences or availability. 

Access Preferences

  1. Click on your name in the top-right corner of the global navigation
  2. Click on My Profile
  3. Click the Preferences tab
  4. Mark the box next to the preferences you prefer
  5. Click Save Preferences

Understanding Each Selection

  • Alert me when someone else changes a calendar event sends an alert to the Alerts section of TheraNest when someone changes a calendar event in which you are listed as a staff member. This includes appointments and events. The alerts section is the bell icon found in the global navigation bar. 
  • Email me when someone else changes my schedule sends an email to the email address listed in TheraNest when someone changes a calendar event in which you are listed as a staff member.
  • Email me when a client send me a message through the Client Portal sends an email notification to you letting you know you received a secure message. This is useful for TheraNest users who are not checking TheraNest daily.
  • Print Calendar PDFs in black and White will allow for a user to print the calendar in black and white instead of the colors of the calendar. 
  • Show only client initials in Calendar and Staff Email Alerts changes client names to initials on your individual calendar and staff email alerts for privacy.
  • Show only client initials in Synced Calendars changes client names to initials on your synced calendar. This is a recommended setting for individuals who use push notifications on their mobile devices.

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