Rebook a client (employees)

Owned by Christopher
Last updated: Jul 19, 2024 by Jessica
4 min read

This article guides you through rebooking a client in Phoenix Quick View.

How long does rebooking take?

If you are new to rebooking and Phoenix, it takes approximately 5-6 minutes. If you are familiar with Phoenix, it takes approximately 1-3 minutes.

 

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' appointment listed in the Quick View page then click the blue “Rebook” button from the Appointment Actions column on the right side.

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.

  1. Review the client session summary and the available session count.

  2. Click “Continue to Rebook”

If the client does not have enough sessions remaining, you can request extra sessions. View this guide on Extra Sessions for more information:

 

Step 3: Select booking approach

As a Converge Employee consultant, 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.

  1. Tick the date selection option

  2. Enter a time range for slots you want to search

  3. Select the start date and end date of the search range

  4. Confirm the modality of the appointment

    1. Select In-Person, Phone Call or Video Call

  5. Click Search for availability

 

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.

 

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.

  1. Review the appointment information and time (plus time zones if applicable)

  2. Scroll down and confirm the attendance option.

  3. Click Appointment confirmed if the information above is correct.

  4. Click the blue “Finalise Appointment” button to complete the rebooking/reschedule procedure.

If Video Call is selected as the modality, in this step you’ll also be asked to confirm the video call platform. As a Converge Employee Consultant, you are required to select Teams as the video platform (if conducting a video call session).

Next steps:

After rebooking, you might find these guides helpful:

Head to the Consultant Support Centre to view all support articles or to Contact User Support team by raising a support ticket