How To Use The Calendar

To access the calendar, click on the Calendar icon on the top left of the navbar or on the calendar icon for a therapist or client on the therapists or clients pages..

The default view is week and the filters are set to your level of permissions.

Filters

• Based on your permission level, the following filters are applied by default:
  • Admins:
    • Therapists, Clients, and Groups (if group therapy is enabled)
  • Therapists:
    • Clients and themselves

• To clear a filter, click the X icon next to the filter name.

  

• To refine a filter:
1. Select a filter.
2. Click the checkboxes next to the desired name(s) or type a user's name.

Events

• The calendar randomly assigns one of eight colors to each therapist or client.
• The name displayed depends on the type of event:
  • For individual visits, the client name is displayed: last name, first name.
  • For non-billable events, the name of the therapist is displayed: last name, first name.
  • For group events, the name of the group is displayed.
• Click on an event to see event details in a slide over.
  • Select the Billing tab at the top of the slide over to view event billing details.
  • Click the pencil icon to edit an event:
    • How To Create or Edit an Event in the Calendar

How to Cancel or Delete an Event

Please see this article