Scheduling an Appointment for a Client

Scheduling an Appointment for a Client

Overview 

ICANotes+ allows you to schedule and manage client appointments efficiently. You can create one-time or recurring appointments, modify existing appointments, delete appointments when necessary, and update their statuses. This guide provides step-by-step instructions for each of these actions.


Step 1: Add an Appointment

To add an appointment for a client:

  1. Select Calendar from the left sidebar.

  2. Click on the desired time slot on the calendar.

  3. The Add Appointment screen appears.

  4. Enter the appointment details.

  5. Click Create.

Once scheduled, the appointment will appear on the calendar. Hover over the appointment slot to view additional details.







Step 2: Add a Recurring Appointment

To add a recurring appointment:

  1. Follow steps 1-3 in the "Scheduling an Appointment" section.

  2. Select the Repeating Appointment? checkbox at the bottom of the Add Appointment screen.

  3. Select the desired interval from the Repeat Interval dropdown (e.g., Weekly, Biweekly, Monthly, Every 4 Weeks).

  4. Specify the number of occurrences in the Repeat Times field.

  5. Click Create.

The recurring appointments will now appear in the calendar.



Step 3: Modify Appointment Details

To modify an appointment:

  1. Click on the scheduled appointment slot.

  2. The Session Details screen opens.

  3. Click the Edit icon.

  4. Modify the required details.

  5. Click Update.

If modifying a recurring appointment, a prompt will appear asking if changes should apply to only this occurrence or all occurrences.





Step 4: Delete an Appointment

To delete an appointment:

  1. Click on the scheduled appointment slot.

  2. The Session Details screen opens.

  3. Click the Delete icon.

  4. Confirm the deletion in the prompt.

The appointment will be removed from the system and the client portal. A success message will confirm the deletion.


Step 5: Change Appointment Status

To update an appointment status:

  1. Click on the scheduled appointment slot.

  2. The Session Details screen opens.

  3. Select the appropriate status from the Status dropdown.

  4. Click Save.


Available statuses:

  • Occurred

  • Cancelled

  • Late Cancellation

  • No Show

  • Rescheduled

  • Scheduled

  • Requested

  • Confirmed

  • Arrived

  • Checked In


Watch the Video

Click here to watch a video about this feature.

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.


Click here for quick access to the FAQs.

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Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com



Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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