How to Schedule a Follow-up Appointment

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Step by step video guide here: https://vimeo.com/799280714/46c5c73951 To schedule a follow-up appointment, follow the steps below: 1. To schedule a follow-up for the client, click on the calendar icon. This […]

How to Reschedule an Appointment

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Step by step video guide here: https://vimeo.com/799278463/9c7ddecc17 To reschedule an appointment, follow the steps below: In the Reception/Front Desk screen, locate the correct client along with correct staff and appointment […]

How to Document a No-Show Appointment

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Step by step video guide here: https://vimeo.com/799278487/ca2de7a25f To document a No-Show Appointment, follow the steps below: In the Reception/Front Desk screen, locate the correct client along with correct staff and […]

How to Cancel an Appointment

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Step by step video guide here: https://vimeo.com/799274247/06602bc739 To document a canceled appointment, follow the steps below: Click the Search icon. Type Reception in the search bar. Click to select Reception/Front […]

Reception View

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Step by step video guide here: https://vimeo.com/799274308/d5c7c7e277 Click the Search icon. Type “Reception” in the search bar. Select “Reception/Front Desk (My Office)” from the search results. This will bring up […]

How to Schedule an Appointment

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To schedule an appointment, follow the steps below: 1. With the client open, click the Search icon.2. Type Appointment in the search bar.3. Click to select Appointment Search (My Office). […]

Basic Navigation of the Staff Calendar

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Step by step video guide here: https://vimeo.com/799274366/26d0f5ab87 Use the guide below to learn how to navigate the Staff Calendar screen: A. The View drop-down menu will allow to switch between […]