Appointment Types in Practice Management allow you to set the different types of services you provide. Some examples are Individual Therapy, Couples Counselling, Grief Counselling, etc.
The flow below will walk you through the process of adding a new Appointment type!
1. Log into your PlaySpace account and navigate to Calendar.
2. Click "Appointment Settings"
You're now looking at the list of your Appointment Types.
3. Click "Create Appointment Type"
4. Customize your appointment type with a name, duration, session type, colour, as well as any other optional details you may want to add.
5. You'll be taken back to your list of Appointment Types and the newest addition will be displayed! Once you've created an appointment, you can edit any existing details by selecting the three dots beside an appointment and clicking 'Edit'
6. By navigating to the 'Reminder Configuration' tab, you can customize email reminders to your clients for their sessions.
7. Upcoming appointments will automatically be displayed on your homepage when you log in for easy access and convenient reminders. Under each appointment title, there is a 'Prep' section specific to the client the session is for, which allows you to conveniently review any previous session notes and your client's profile.
