Here we show you how to add a new appointment. To add a new appointment, you will navigate to Home > Bookings. From there, you will either click on the “Add Appt.” button or click directly on the calendar to enter all necessary information.

The team calendar allows you to view all appointments across all providers. You can access the team calendar if you have more than 1 provider by clicking the “team” button above the booking calendar on the Home > Bookings page.

Want IntakeQ to develop a “future appointment” list? Let them know here: https://practiceq.canny.io/feature-requests/p/view-a-list-of-a-clients-future-appointments

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

INTAKEQ-4-U™

Module 2.2 – Calendar Settings and Scheduling