Overview
To reduce manual administrative work, Hi Rasmus can prompt you to link a completed session to a scheduled appointment, right when you finish the session. This means less administrative work after the fact and fewer missed links.
Who This Applies To
- Organizations using an integration or Hi Rasmus enhanced scheduling
- Staff who start a session that is not linked to an appointment
How It Works
When you complete a session, Hi Rasmus checks whether there is an unlinked appointment that matches all of the following:
- The staff member's name
- The client's name
- The session date
If a match is found, a pop-up will appear prompting you to link the session to that appointment. You can either confirm the link or skip the step - it is up to the user.
If no matching appointment is found, no pop-up will appear and nothing changes.
This feature works the same as linking does now. The pop-up window will look like this:
