How to Schedule an Appointment for Clients

How to Schedule an Appointment for Clients

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: Scheduling an Appointment

To schedule 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: Scheduling Recurring Appointments

To schedule 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: Modifying 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: Deleting 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: Changing 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



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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