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