How to Schedule Non-Clinical Appointments

To schedule non-clinical appointments (e.g. staff meeting, lunch, etc.) follow these steps:

Step 1: Click on Schedule.

Step 2: Click on one of the dates on the calendar.

Step 3: The pop up box will pull, under Meeting Type field- select "Non- clinical".

Step: 4: Select time, duration and if this non-clinical meeting is recurring, mark recurring and select frequency (e.g. everyday).

Step 5: Enter the title of the non-clinical meeting, e.g Lunch.

Step 6: Click on Save changes.

Note: Non-clinical meetings, will not show the client's field and these meetings are not associated with your client's email and no reminders will be send when you use the non-clinical meeting.