Appointments and Calendar

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34 articles in this collection
Written by Lauren Smith, Azure Hardy, and Jenna Howell

How to Add a Client Appointment

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

Add Event to the Calendar

How to add an event to the TheraNest calendar that is not associated with a client.
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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
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Written by Lauren Smith
Updated over a week ago

How to Archive a Location

This article shows how to Archive an appointment location within TheraNest.
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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.
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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
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Written by Lauren Smith
Updated over a week ago

How to Unarchive a Location

Article shows how to unarchive a location within TheraNest
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Written by Lauren Smith
Updated over a week ago

Error: An Organization callback number is required (see Settings tab).

One may receive this error when they are trying to activate appointment reminders
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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.
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Written by Lauren Smith
Updated over a week ago

How to a Delete Recurring Appointment Series

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Written by Lauren Smith
Updated over a week ago

Adding an All Day or Multi Day Appointment

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Written by Lauren Smith
Updated over a week ago

Edit Recurring Appointments

Below are the steps to edit recurring appointments.
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Written by Jenna Howell
Updated over a week ago

Scheduling Group Appointments

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Written by Lauren Smith
Updated over a week ago

Disable Booking Multiple Appointments in Single Time Slot

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Written by Lauren Smith
Updated over a week ago

Creating Appointments with Multiple Service Types

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Written by Lauren Smith
Updated over a week ago

Show Client Initials on Calendar

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Written by Lauren Smith
Updated over a week ago

How to Reschedule an Appointment

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Written by Lauren Smith
Updated over a week ago

Adding Multi Staff Appointments

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Written by Lauren Smith
Updated over a week ago

How Scheduling Works With Multiple Locations

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Written by Lauren Smith
Updated over a week ago

How to Set Your Calendar Preferences

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Written by Lauren Smith
Updated over a week ago

Viewing Client Appointments History

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Written by Lauren Smith
Updated over a week ago

Setting Calendar Time Scale Units

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Written by Lauren Smith
Updated over a week ago

Filtering Calendar and Agenda Views

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Written by Lauren Smith
Updated over a week ago

Changing Appointment Status

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Written by Lauren Smith
Updated over a week ago

Link Progress Notes with Calendar Appointments

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Written by Lauren Smith
Updated over a week ago

How to Set Up Calendar Availability

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Written by Lauren Smith
Updated over a week ago

How to Create a Recurring Appointment

Repeating Appointments
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Written by Lauren Smith
Updated over a week ago