Never miss an appointment by adding your scheduled visits directly to your smartphone's personal calendar. This guide provides step-by-step instructions for how to walk patients through turning on calendar sync, choosing a calendar, switching calendars, and disabling sync right within The Scheduling App.
Prerequisites
An active patient account registered in The Scheduling App.
The Scheduling App installed on the patient's mobile device (Android or iOS) and signed in.
Calendar access permissions granted to The Scheduling App in the patient's phone settings.
1. Accessing Calendar Sync Settings
Patients can access calendar sync options directly from the settings tab.
Direct the patient to open The Scheduling App and tap the Settings tab (cog icon).
Under the Calendar Sync Settings section, tap Modify Sync Settings.
[SCREENSHOT: Settings tab showing Modify Sync Settings under Calendar Sync Settings]
Note: The app may also prompt patients to enable calendar sync shortly after they begin using the app.
2. Turning On Sync and Choosing a Calendar
Once calendar permissions are granted, patients can choose which personal calendar to sync with.
Go to the Settings tab, locate the Calendar section, and click Sync to Calendar.
Switch the Sync appointments to calendar toggle to ON (blue).
Tap the specific calendar where they want appointments added to auto trigger the sync.
Once selected, upcoming appointments will automatically add to that calendar and stay in sync whenever the patient books, reschedules, or cancels a visit.
Note: The calendar list loads directly from the patient's phone and may take a moment to appear.
3. Switching to a Different Calendar
Patients can change which calendar receives their appointment updates at any time.
Open the Sync to Calendar Settings.
Tap a different calendar from the list.
Click Switch on the confirmation pop-up screen to confirm the change.
Important: Each clinic account syncs to one calendar at a time. Switching calendars automatically removes future appointments from the old calendar and adds them to the newly selected calendar.
4. Turning Off Calendar Sync
If a patient wishes to stop syncing appointments to their phone's calendar, they can disable the feature.
Open Sync to Calendar settings.
Switch the toggle next to Sync appointments to calendar to OFF (grey).
Select one of the following options on the Disable Calendar Sync? page:
Remove events: Turns off sync and removes upcoming appointment events (roughly the next 3 months) from their calendar.
Keep events: Turns off sync but leaves existing appointment events on their calendar.
Cancel: Keeps calendar sync turned on.
Common Questions
What should I do if no calendars appear in the selection list?
What should I do if no calendars appear in the selection list?
The list takes a moment to load from the device. If calendars still do not appear, verify that The Scheduling App has permission to access the calendar in the phone's main device settings.
Why aren't appointments showing up on the patient's personal calendar?
Why aren't appointments showing up on the patient's personal calendar?
Confirm that a specific calendar was selected under Calendar Sync Settings. Syncing also refreshes automatically whenever the patient logs into the app.
Why did old events disappear when switching calendars?
Why did old events disappear when switching calendars?
This is expected behavior. Switching calendars moves future appointments to the new calendar and clears them from the previous one.
You'll Know It's Working When:
Booked appointments display automatically inside the patient's personal mobile calendar app.
Rescheduled or cancelled visits update or drop off the personal calendar automatically.
The selected calendar displays with a checkmark inside Calendar Sync Settings.
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