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  3. Create and track appointments
  4. Manage group appointments

Manage group appointments

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  • 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 planned service when creating a group appointment in the Sessions Calendar
  • Add an ad hoc service when creating a group appointment in the Sessions Calendar
  • Edit planned services on a group session
  • Change the apportionment of a group-based service between clients when completing a session record
  • Change the apportionment of a group-based service when there is a cancelled client
  • Checklist for apportioning a service set up as a Sessions Calendar appointment
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