Managing appointments efficiently with Therasee can streamline your workflow, save time, and reduce no-show rates. This guide will walk you through creating, modifying, cancelling, and managing appointments with your clients.
Creating an appointment
Therasee offers two ways to create appointments: through the Calendar or directly from the client profile.
Creating an Appointment via the Calendar
Access the Calendar: Go to your Calendar.
Select a timeslot: Click on a timeslot or the "Plus" button.
Fill in details: Enter the appointment details in the scheduler form. You can choose a physical location or set up an online session.
Schedule the Appointment: Select "Schedule appointment."
Creating an Appointment via the Client Profile
Visit the Clients Tab: From the sidebar, go to the Clients tab.
Select a Client: Click on the client you want to schedule an appointment with.
Schedule an Appointment: On the client profile page, click "Schedule appointment." This will open the same scheduler form as in the Calendar method, however the clients name will automatically show.
Both the practitioner and the client will receive an email with the appointment details and instructions. Here's an example of what the emails look like:
Note: As a practitioner, you have the ability to control which notifications you receive via email. To modify notification setting, please visit My Settings
Email to practitioner:
Email to client:
You will see the scheduled appointment in your calendar:
Modifying/Cancelling an appointment
Modifying an Appointment
Open Appointment Details: Click on the appointment card in the calendar.
Select Edit: In the appointment details modal, click the "Options" button and choose "Edit appointment."
Update Details: Modify the date, start time, duration, location, or recurring pattern in the scheduler form.
Save Changes: Click "Save changes."
Cancelling an Appointment
Open Appointment Details: Click on the appointment card in the calendar.
Select Cancel: In the appointment details modal, click the "Options" button and choose "Cancel appointment."
Confirm Cancellation: Confirm the cancellation in the pop-up. Cancelled appointments will appear in a different colour in the calendar.
If you wish to completely remove the appointment, select "Delete appointment" from the dropdown instead of "Cancel appointment."
Working with Calendar Filters
Therasee's calendar includes several filters to help you manage your schedule:
Calendar Filter: View your calendar or select another user's calendar from the dropdown.
Location Filter: Choose a specific location to view related appointments.
View Options: Switch between day, week, and month views. The default view is set to week.
These filters are located at the top of the calendar for easy access.
