Appointment Management
Appointment Management covers how to handle scheduled appointments in Trova. These FAQs guide you through marking sessions complete, rescheduling or canceling appointments, and keeping track of appointment status for efficient practice operations.
44 articles
Can you explain the Upcoming tab and what it displays?
How do I view details for an upcoming appointment?
How do I start a video call from the Upcoming appointments section?
How do I reschedule an upcoming appointment?
How do I mark a session as missed for an appointment?
How do I schedule an appointment for a new client in the appointments section?
What client information is required when scheduling an appointment for a new client?
How do I select the service for the appointment?
How do I choose a date and time for the appointment?
What happens after I click Schedule appointment?
Will the client be notified once an appointment is booked?
How do I book an appointment for myself, as a client?
How do I book an appointment for someone else, as a client?
How does a client cancel or reschedule an appointment they made?
What information does a client see when booking on my self-booking page?
How does the appointment booking process work for a client?
Can I schedule appointments that already took place for invoicing purposes?
Can I backdate an appointment for invoice purposes?
How do I change the location of an already scheduled appointment?
Can I change other details of an already booked appointment besides the location?
What are the benefits of booking appointments on the calendar vs. creating a “New” invoice?
How do I mark a session as complete for an appointment?
What happens when I mark a session as complete?
How does the discount work?
How do cash payments work?
Does a payment link and invoice get sent out when I mark insurance payment and then click “Generate invoice” in the “Mark Session Complete” section?
Why don’t I see insurance payment as an option in mark session complete?
How does the Save & Review feature work?
Why can’t I Save & Review an invoice marked as an insurance payment type?
Why can’t I Save & Review an invoice/receipt in Paid status?
Why should I use Mark Session Complete instead of creating a new invoice?
What can I do if I created a “New” invoice instead of billing via the “Open” tab?
How to accept/decline an appointment request step-by-step guide
How do I view and process appointment requests as a provider?
What happens after I accept or decline an appointment request as a provider?
How do appointment requests work for a provider?
How do I manage email notifications for new requests as a provider?
Why aren’t people booking me yet on the Marketplace?