Help Topic: Scheduling Tool

Q. What Is Scheduling?

The Scheduling Tool helps you pair clients with practitioners.  It filters through availability, location, and skills to show you a list of practitioners who are able to assist the client with their needs.

To access and use the scheduling tool:

  • from the main menu; go to CLIENTS > SCHEDULING
  • using the dropdown bar select the client
  • select a start time (an end time will auto-populate)
  • you can change the location and skill you are looking for or change them to "optional"
  • click SUBMIT

If there are practitioners within your business that meet the requirements you selected they will be listed below.  Click on their names to see more information about the practitioner and or follow up with them regarding their willingness to help your client.