This article guides you through adding an appointment to an Open calendar for all consultant types (except Practices and Ad hoc only Consultants).
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To learn more about Open and Ad hoc schedules, view this article https://convergeintl.atlassian.net/wiki/spaces/CAO/pages/104431617 |
Step 1: Accessing Quick View actions
After logging in, your default home page is Quick View, which can also be accessed via the left menu, if needed.
Find the clients' last appointment on the Quick View page then click the green “Commence” button from the Appointment Actions column on the right side.
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The Quick View page is split into 3 sections - Appointments not started, Appointments in Progress and Appointments recently completed. Your clients' last appointment will be in the “Appointments Recently Completed” section or, if you haven’t yet commenced the last appointment, it will be in the “Appointments Not Started” section. |
Step 2: Review client session summary
Next, a pop-up will appear where you can review information before continuing.
Review the client session summary and the available session count.
Click “Continue to Rebook”
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If the client does not have enough sessions remaining, you can request extra sessions. Click here for guidance on Extra Sessions. |
Step 3: Select booking approach
As an associate with both an Ad hoc schedule and Open schedule, you’ll be presented with three booking approach options - Manual Booking, Retrospective Booking and Rebook with me.
Select “Rebook with me”.
Step 4: Search for availability
Next, you’ll be using the Consultant Search to find availability in your Open calendar.
Tick the date selection option
Enter a time range for slots you want to search
Select the start date and end date of the search range
Confirm the modality of the appointment
Click Search for availability
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You can also leave Date Selection unchecked and search with entire days. |
Step 5: Review search results and confirm appointment
Next, review the search results and confirm appointment.
Click “Book Appointment” to confirm the time and date.
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If you haven’t found an appropriate time or date, adjust the search parameters or modality options. |
Step 6: Review session details
You’ll now be presented with a review of the appointment you are about to book. Confirm the time and date of the appointment. If the client is in a different time zone, you’ll see the conversion here.
Review the appointment information and time (plus time zones if applicable)
Scroll down and confirm the attendance option.
Click Appointment confirmed if the information above is correct.
Click the blue “Finalise Appointment” button to complete the rebooking/reschedule procedure.
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If you need to edit the appointment details at this page, either click “Appointment Confirmed” (at step 3) then click the blue button on the right OR click the Purple “Back” button. Both options will return you to the previous screen where you can edit the appointment details. |
Next Steps
You’ve now completed rebooking a client. Below are some suggested articles.
https://convergeintl.atlassian.net/wiki/spaces/CAO/pages/104431617