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Link Activities to Appointments on Session Completion

Coming in June 2026


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: