How to Share Calendars between Therapists

This article will review how the administrator can assign therapists to each other so they can view each other's calendar and how therapists can view other therapists' calendars. 

Therapists can share calendars so they can see each other's calendars (schedule) and this can be set up by the administrator. By default, therapists cannot view each other's calendars and this function is controlled the the administrator who can give different therapists different access permissions. The administrator has full flexibility in assigning different calendars to different therapists. 

Here are the steps the admin can take to set up calendar sharing among therapists:

Note: If you have supervisors in your practice, add them under Therapists first so their names auto-populate when you assign them to therapists.

Step 1: Click on Therapists link.

Step 2: Find the therapist who you wish to assign other therapists' calendars to and click on the blue

view button next to the name of the therapist. This will open this therapist’s file.

Step 3: Click on the Therapists tab (next to the Clients tab).

Step 4: Click on the purple button Add Therapists.

Step 5: A pop up box will pull, where you can either assign all therapists to this therapist (so all calendars of other therapists are visible to this therapist) by clicking on the blue button Add All or you can start typing the name of the therapist in the search bar to select particular therapist or you can select multiple therapists from the search bar area. 

Step 6: Below the search bar you will see these options: share calendar, assign clients- these will be marked in blue by default. Blue means that the therapist will have access to the calendar of the therapist, and will be automatically assigned to client's of other therapists. 

Note: If you wish that therapists schedule for each other or edit each other's calendars make sure that clients are assign to all therapists.

How therapists can view each other's calendars

Once the above is set up by the administrator, therapists will be able to access each others' calendar by following these steps:

Step 1: Log in to the platform.

Step 2: Go to your calendar and above the calendar switch to the other therapist's calendar by clicking on the Select therapist search bar. This will pull a list of therapists who you have access to.

Step 3: Select the name of the therapist and this therapist's calendar will show.

Step 4: To go back to your own calendar go back to the name of the therapist in the search bar and select your name.