Appointments and blocked time
Organize consultations, follow-ups, feedback sessions and the times you are unavailable.
Under Schedule you organize consultations, follow-ups, feedback sessions and appointments.
- New appointment: choose the type, date, time and the participating clients. An appointment can repeat, forming a series.
- Blocked time: mark when you are unavailable, on a specific date or every week. The schedule warns you when a time falls in a block.
- Birthdays and assessments: show up on their own, generated from the client's registration. To change one, edit the registration.