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All CollectionsAppointment ManagementUnderstanding the Appointments Section
What can I do in the Appointments section of the platform?
What can I do in the Appointments section of the platform?

Understanding the Appointment Section

Updated over 2 weeks ago

The Appointments section is a centralized hub for managing all aspects of your appointments, offering the following capabilities:

  • View Appointment Status: Access details for upcoming, requested, open, missed, canceled, and completed appointments, providing a full overview of your schedule.

  • Initiate Virtual Calls: Start virtual video calls directly from the Upcoming Appointments tab for seamless client communication.

  • Schedule Appointments: Use the Schedule Appointment button located at the top right corner of the screen to book new appointments efficiently.

This section allows you to stay organized and easily manage your client appointments in one place.

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