Inviting a client to an appointment is easy! Here's how you go about it.
Before you start, make sure that you have created one or more therapy services. Here's a guide on that.
Invite a client
In the left sidebar menu, navigate to Calendar.
Click on the desired time slot in the calendar. A sidebar will open on the right.
Select appointment and find your client in the client drop-down. If it's a new client, you can create them by clicking on the + button.
Select the appropriate therapy service.
Check that the default options are correct or make any overrides. To enrol clients in a recurring appointment, select an option in the Repeat drop-down.
Scroll down to the bottom and click Add appointment.
That's it! Your client is now invited to the session. Depending on your service settings they will receive appointment reminders and video call links automatically.
Want to make the process even smoother? Check out our fully automated client payment feature →