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All Things Scheduling
All Things Scheduling
Learn about the agenda, calendar, and scheduling appointments in TheraNest
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30 articles in this collection
Written by
Lauren Smith
and
Carrie Boogaart
Calendar Preferences
Agenda Functions & Features
This article covers the navigation and functions of the Agenda.
Written by
Lauren Smith
Updated over a week ago
Set Up Calendar Appearance & Preferences
Use the Calendar Appearance Preferences to setup how you wish to view your calendar each time you access it.
Written by
Lauren Smith
Updated over a week ago
Set Up Calendar Availability
Control when you can be booked for appointments with your own calendar availability settings.
Written by
Lauren Smith
Updated over a week ago
Prevent Double Booking
Written by
Lauren Smith
Updated over a week ago
Show Client Initials on Calendar
Each user can control whether they see the client's full name or only client initials.
Written by
Lauren Smith
Updated over a week ago
Filter Calendar & Agenda Views
Written by
Lauren Smith
Updated over a week ago
Schedule Appointment
Add Event to Calendar
Block out time on your calendar for non-client appointments, holidays, and vacations.
Written by
Lauren Smith
Updated over a week ago
Create a Client Appointment
Article covers the steps for adding a client appointment to the calendar.
Written by
Lauren Smith
Updated over a week ago
Schedule Group Appointment
Scheduling a group session is a little different than a single client appointment.
Written by
Lauren Smith
Updated over a week ago
Schedule Recurring Appointment
Create an appointment series or appointments that happen biweekly.
Written by
Lauren Smith
Updated over a week ago
Schedule Appointment with Multiple Service Types
Written by
Lauren Smith
Updated over a week ago
How Scheduling Works With Multiple Locations
Written by
Lauren Smith
Updated over a week ago
Room Booking on the Calendar
This article will show you how to associate an appointment with a room and behavior of room conflicts.
Written by
Lauren Smith
Updated over a week ago
Schedule All Day or Multi-Day Appointment
Written by
Lauren Smith
Updated over a week ago
Schedule Multi-Staff Appointment
Have multiple therapists on one appointment by using the Multi Staff option.
Written by
Lauren Smith
Updated over a week ago
Link Progress Note with Calendar Appointment
Written by
Lauren Smith
Updated over a week ago
Edit, Update, or Delete Appointment
Reschedule an Appointment
Written by
Lauren Smith
Updated over a week ago
Bulk Edit Appointment Location
Staff with Administrative Level Permissions can bulk reassign locations to future appointments.
Written by
Lauren Smith
Updated over a week ago
Delete Recurring Appointment Series
Written by
Lauren Smith
Updated over a week ago
Edit Recurring Appointments
Below are the steps to edit recurring appointments.
Written by
Lauren Smith
Updated over a week ago
Change Appointment Time Increments
Written by
Lauren Smith
Updated over a week ago
View Client Appointment History
Written by
Lauren Smith
Updated over a week ago
Change Appointment Status
Written by
Lauren Smith
Updated over a week ago
Calendar FAQs
Set Service Type Color Code
Service Type color codes display visually on the Calendar view appointment.
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Written by
Carrie Boogaart
Updated over a week ago
Override Schedule to Allow for an After-hours Appointment
TheraNest allows for an After-Hours override of the Calendar
Written by
Lauren Smith
Updated over a week ago
Staff Order Will Not Save in Calendar Preferences
TheraNest users will set a staff order and it appears to not save
Written by
Lauren Smith
Updated over a week ago
Cannot Make Changes to an Appointment Linked to an Invoice
Appointments that are linked to invoices cannot be changed but this article will walk you through how to get around that message.
Written by
Lauren Smith
Updated over a week ago
Calendar Syncing
Sync TheraNest Calendar to Google
Written by
Lauren Smith
Updated over a week ago
Sync TheraNest Calendar to iOS Device
This video shows steps to sync your TheraNest calendar to your iPhone using iOS11
Written by
Lauren Smith
Updated over a week ago
Sync TheraNest Calendar Apple Calendar
Written by
Lauren Smith
Updated over a week ago