INTAKEQ-4-U™
Welcome!
Course Workbook
IntakeQ Facebook Groups
Module 1: Getting Started
Module 2: Scheduling
Module 3: Billing
Module 4: Questionnaires and Consent Forms
Module 5: Notes
Module 6: Office Management
Module 7: Advanced Tools & Integrations
Thank You!
Module 2.2 – Calendar Settings and Scheduling
Viewing the Team Calendar:
Helpful links:
- Blocking time in calendar: https://support.intakeq.com/article/77-how-to-block-time-availability-from-my-intakeq-calendar
- Adding availability outside your regular hours: https://support.intakeq.com/article/121-add-availability-outsite-of-your-regular-hours
- Managing access to a patient: https://support.intakeq.com/article/188-managing-access-to-a-client
- Changing the duration of an appointment: https://support.intakeq.com/article/202-how-to-change-the-duration-of-an-appointment
- The team calendar: https://support.intakeq.com/article/90-team-calendar
- Finding available times: https://support.intakeq.com/article/186-finding-available-times-in-your-calendar
- Transferring appointments to another provider: https://support.intakeq.com/article/89-transfer-an-appointment-to-another-practitioner
- Adjusting appointment length: https://support.intakeq.com/article/202-how-to-change-the-duration-of-an-appointment
- Creating client tags: https://support.intakeq.com/article/350-adding-tags-to-clients-via-the-appointment-dialog
- Booking settings for practitioners on a team: https://support.intakeq.com/article/321-booking-settings-for-practitioners-on-a-team