Appointments / Sessions and Calendar Video Tutorials
- Navigating Your Home Screen
- Scheduling an Appointment
- Managing Appointments
- Navigating Your Calendar Views
- Filtering Your Calendar
- Privacy Mode on Your Calendar
- Color Coding Your Calendar
- Syncing External Calendars
- Managing Availability and Calendar Overrides
- Processing Online Appointment Requests
- Appointment Reminders
- Session Bridging (Session Feedback)
Navigating Your Home Screen
Watch this quick video overview to learn how to navigate your Home screen.
Scheduling an Appointment
This quick video shows you how to make an appointment in Sessions Health.
Managing Appointments
Learn how to reschedule, edit, cancel, restore, and delete appointments in Sessions Health, as well as how to manage sessions with signed progress notes.
Navigating Your Calendar Views
A quick walkthrough of navigating your calendar and switching between Month, Week, Day, and Agenda views.
Filtering Your Calendar
Learn how to filter your calendar by practitioner, status, notes, billing, location, and room.
Privacy Mode on Your Calendar
Learn how to use Privacy Mode to hide client names and details on your calendar.
Color Coding Your Calendar
Learn how to color‑code appointments and services on your calendar for quick visual organization.
Syncing External Calendars
Learn how to set up one-way and two-way calendar sync between Sessions Health and external calendar apps.
Managing Availability and Calendar Overrides
Learn how to configure practitioner availability, build custom schedules, and apply date overrides for time off.
Processing Online Appointment Requests
Learn how to review, accept, and decline online appointment requests from existing and new clients in Sessions Health.
Appointment Reminders
This Sessions Health tutorial teaches you how to setup and customize appointment reminders.
Session Bridging (Session Feedback)
A guide to sending post‑session check‑ins, reviewing client responses, and creating your own questionnaires in Sessions Health.