Appointments and Calendar

Lauren Smith avatar
27 articles in this collection
Written by Lauren Smith

Set up or Manage Your Calendar Appearance

Use the Calendar Appearance Preferences to setup how you wish to view your calendar each time you access it.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Set Up Calendar Availability

Control when you can be booked for appointments with your own calendar availability settings.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Add a Client Appointment

Article covers the steps for adding a client appointment to the calendar.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Add Event to the Calendar

How to add an event (non-client appointment) to the TheraNest calendar
Lauren Smith avatar
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
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Override Schedule to Allow for an After-hours Appointment

TheraNest allows for an After-Hours override of the Calendar
Lauren Smith avatar
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.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to a Delete Recurring Appointment Series

Lauren Smith avatar
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.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Adding an All Day or Multiday Appointment

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Edit Recurring Appointments

Below are the steps to edit recurring appointments.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Scheduling Group Appointments

Scheduling a group session is a little different than a single client appointment.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Prevent Double Booking

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Creating Appointments with Multiple Service Types

Lauren Smith avatar
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.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Reschedule an Appointment

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Adding Multi-staff Appointments

Have multiple therapists on one appointment by using the Multi Staff option.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How Scheduling Works With Multiple Locations

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Viewing Client Appointments History

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Setting Calendar Time Scale Units

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Filtering Calendar and Agenda Views

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Change Appointment Status

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Link Progress Notes with Calendar Appointments

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Create a Recurring Appointment

Create an appointment series or appointments that happen biweekly.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago