How to schedule Appointments on the Web?

 

Appointments will allow you to schedule 1-to-1 sessions with your clients such as an online assessment, consultation, coaching call or PT session, and optionally turn on Video Calls.

 

In this article you will learn how to:

 

Step-by-step guide on how to schedule appointments on the web

 

1. Admins and Managers can schedule appointments for themselves and for other trainers.

2. Trainers can schedule appointments just for themselves. 

 

Go to Appointments section:

schedule1.png

There are two ways to schedule an appointment: first is by clicking on the +NEW button in top right corner and second is by clicking on the selected date in the calendar: 

schedule2.png

In the "Add appointment" dialog box you can:

  • Select the appointment type
  • Choose start date
  • Choose start time
  • Set up repeating options
  • Add client
  • Add appointment notes (The notes will be public and the client will be able to see them)

addAppt.png

Once your appointment is scheduled, you can view your appointment in your calendar:

scheduledAppt.png

When Admins and Managers want to schedule appointment for other trainers, they will need to change the calendar view for the specific trainer. Select the location and choose the trainer:

trainer.png

 

Schedule recurring appointments

You can schedule recurring appointments in the "Add appointment" dialog box > Select "Setup repeat options" to set your recurring appointment.

repeat.png

You can select Monthly or Weekly frequency:

repeat2.png

 

Edit and reschedule appointments

To edit or delete appointments, click on the scheduled appointment in the calendar. In the dialog box you will get the option to edit or delete your appointment.

editAppt.png

In the edit mode, you can edit your appointment details.

edit3.png

For rescheduling appointment you can use drag and drop.

 

Delete recurring appointments 

You can delete recurring appointment by first selecting the recurring appointment and then clicking on the delete icon.

recurring1.png

 

recurring2.png

You will get 3 deleting options. Select one and delete your appointments.

recurring3.png

  


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