All Things Scheduling

Learn about the agenda, calendar, and scheduling appointments in TheraNest

C

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.

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