How to Manually Schedule an Appointment

Setting Single Appointments

Method 1: Setting a single appointment from the Calendar

• Choose “Calendar” from the left hand menu
• On the calendar, click on the day and time want to schedule
• Choose the appointment type category (if categories are set up)
• Select the specific appointment type from available options
• Choose staff member or resource

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NOTE: Add client first before adjusting time zone

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• For existing clients
• For new clients
• Set the Timezone, if need (for existing clients, this may have auto-populated)
• Set the correct Form
• Toggle whether to send automated emails
• Click “Schedule” to finalize the appointment

Method 2: Setting a single appointment from the New Appointment button

• Choose “Calendar” from the left hand menu
• To the right the calendar, Click on “New Appointment”
• Choose the appointment type category (if categories are set up)
• Select the specific appointment type from available options