Scheduling: Creating Client Appointments

Learn how to schedule a client appointment using Hi Rasmus scheduling

ℹ️ Client Appointments: A Few Things to Keep in Mind

• Appointments can be added from the "Schedule For" view OR the "Overview" view! 
• ⚠️ You'll receive a warning message if:
  • you try to schedule over an existing client appointment
  • you try to schedule over an "Unavailable" block
  • you try to schedule a client with a user who does not have access to their profile
• Scheduling warnings will not prevent you from inputting the appointment! 
• Your appointment will be in a "draft" or "created" status if: 
  • You're scheduling an "Appointment" but don't have a user listed 
  • You're scheduling an "Appointment" but don't have a session selected
  • You switch the appointment status to "draft" (the status can only be switched once a session is selected)
• If an appointment is in a "draft" or "created" status, it will not show up on the users "My Schedule" page.
  • The draft appointment will appear in a grey color on the client's "Appointments" page. 
    
• Services and Place of Service are NOT required to schedule an appointment.
• Modifiers can NOT be selected on an appointment, whichever modifiers are listed on the service code, will be applied to the appointment. 

📹 Watch: Creating Client Appointments in Hi Rasmus

💡Scheduling Pro Tips 

Update Appointments "En Masse": You can make updates across multiple appointments before saving your changes, so that you can visualize updates before locking them in! 

Simply click out of the appointment you have been setting up, and as long as the "big red bar" is at the bottom of the screen it will save any updates you make. 

• Select [Review Changes] to view the updates across all appointments before saving them all. If you want to discard one of the updates, just select the trash can icon. 
  
• Selecting [Save Changes] on the big red bar at the bottom of the screen will lock in the updates across all appointments that you have made.
  • Selecting [Discard] will put you back where you started!