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Create and track appointments

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This section explains how to use the sessions and beds calendars to create and track client appointments.

  • Introduction to creating and tracking appointments and bookings using sessions
  • Set your time zone so that your Lumary calendars display the correct time
  • Create an appointment in the client contact record calendar
  • Create an appointment for an individual client in the Sessions Calendar
  • Add a client and workers to a session when creating an appointment from the client contact record calendar
  • Add a client and workers to a session when creating an appointment for an individual client in the Sessions Calendar
  • Add a service to a session when creating an appointment for an individual client
  • Add an ad hoc service to a session when creating an individual client appointment
  • Add service types, set up recurrences and save the session when creating a client appointment
  • Add a service to an appointment
  • Add an ad hoc service to an existing client appointment
  • Assign a worker to an appointment using the client or sessions calendars
  • Add a recurrence to use the same appointment for multiple sessions
  • Apply a change to one or more recurring sessions
  • Introduction to completing sessions
  • Claim travel costs by completing a Sessions Calendar appointment from a session record
  • Claim activity based transport costs by completing a Sessions Calendar appointment from a session record

Manage group appointments

  • Create an appointment for a group of clients in the Sessions Calendar
  • Add client and worker attendees when creating a group appointment in the Sessions Calendar
  • Add a service when creating a group appointment in the Sessions Calendar
  • Add an ad hoc service when creating a group appointment in the Sessions Calendar
  • Change the apportionment of a group-based service between clients when completing a session record
See all 7 articles

Cancel appointments

  • Introduction to cancelling appointments
  • Cancel an appointment from a client contact record calendar or the Sessions Calendar
  • Cancel a client's appointment for NDIS claiming
  • Review a client's number of NDIS cancellations
  • Delete an appointment from the Sessions Calendar

Book and manage accommodation

  • Introduction to booking and managing accommodation
  • Book a bed
  • Add a service to a bed booking
  • Put a bed booking on hold
  • Edit a bed booking
See all 11 articles
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