View appointments you have for the current day by using Today's Appointments on your Dashboard. Staff can see their own events, while Admins are able to see all events for the time period.
Jump to Section: [Today's Appointments Overview] [Add or Update Today's Appointments] [Check-in to an appointment]
Today's Appointments Overview
- Subject allows you to see the appointment title.
- Click on Client Name to filter your day's appointments alphabetically in either ascending or descending order.
NOTE: You can click on an individual client's name to access their Client Profile.
- Click on Start Time to filter your day's appointments by the time the appointments begin.
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Checked-in allows you to keep track of the appointments you have checked-in to.
Add or Update Today's Appointments
- To add a new appointment or update the current day's appointment(s), click the Calendar icon.
- To update a current appointment, select the appointment from the calendar and make your changes.
- To add a new appointment for the current day, click the day on the calendar, and fill in the fields with the pertinent details to the event. Then click Save Event.
Check-in to an Appointment
- To check-in to an appointment, click View All Appointments.
- Select the appointment you would like to check-in to, then select Save Check-In.