Create and track appointments
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 for an individual client session
- Create an appointment for a group of clients in the Sessions Calendar
- Add a service to an 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
- Cancel or delete an appointment from a client or session calendar
- 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
- Cancel a client's appointment for NDIS claiming
- Review a client's number of NDIS cancellations