Appointments

Schedule and manage client appointments effectively.

Scheduling Appointments

1. Go to Schedule in the sidebar
2. Click on a date/time
3. Enter:
   • Title
   • Description
   • Client (select from list)
   • Location (or video call link)
   • Start and end time
4. Click Save

Appointment Statuses

Status	Meaning
Pending	Scheduled, awaiting confirmation
Confirmed	Client confirmed attendance
Completed	Meeting finished
Cancelled	Appointment cancelled

Clients see their appointments in their portal dashboard.

Calendar Views

• Day View: Detailed hourly schedule
• Week View: Weekly overview
• Month View: Monthly calendar

Tips for Scheduling

• Include video call links for remote consultations
• Add detailed descriptions so clients know what to prepare
• Leave buffer time between appointments
• Set reminders for important meetings