Appointments / Sessions and Calendar Video Tutorials
Appointments, Sessions & Calendar Video Quick Links
- 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
Navigate your Home screen dashboard to view upcoming sessions, unbilled items, and practice action items. Just getting started? Follow our Guide to Switching to Sessions Health.
Scheduling an Appointment
Schedule client sessions, administrative blocks, and collateral contacts directly on your calendar. Review full written instructions in Creating and Managing Appointments.
Managing Appointments
Reschedule, edit, cancel, restore, and delete appointments in Sessions Health, including managing sessions with signed progress notes. Check out detailed steps in Creating and Managing Appointments.
Navigating Your Calendar Views
Switch between Month, Week, Day, and Agenda views to easily manage daily schedules across your practice. Prefer reading? Check out Switching Calendar Views.
Filtering Your Calendar
Filter your calendar by practitioner, appointment status, documentation state, billing status, location, and room. If you would rather read, view Filtering the Calendar.
Privacy Mode on Your Calendar
Use Privacy Mode to hide client names and sensitive appointment details when sharing screens or working in public spaces. For a text walkthrough, check out Using Privacy Mode.
Color Coding Your Calendar
Color-code appointments, services, and locations across your calendar for fast visual organization. Learn more here: Color Coding Appointments and Your Calendar.
Syncing External Calendars
Set up one-way or two-way calendar sync between Sessions Health and external calendar applications like Google Calendar. Explore complete details in our Syncing External Calendars Overview.
Managing Availability and Calendar Overrides
Configure practitioner availability, build custom schedules, and apply date overrides for time off or holidays. See full setup details in Online Booking Using the Client Portal.
Processing Online Appointment Requests
Review, accept, or decline incoming online booking requests from existing and new clients in your practice. For step-by-step text, see Managing Appointment Requests.
Appointment Reminders
Set up and customize automated email, text, and voice appointment reminders for your practice. Review full written instructions here: Appointment Reminders.
Session Bridging (Session Feedback)
Send post-session check-ins, review client feedback responses, and create custom questionnaires. Check out detailed steps in Session Bridging (Session Feedback).