Calendar
The Calendar module is the central scheduling hub within CompanyOn. It allows practices to manage appointments, practitioner availability, reminders, recurring bookings, charting workflows, billing workflows, online booking, group appointments.
- Overview
- Calendar
How to Access the Calendar
Steps to Access the CalendarIn the left sidebar, click the calendar icon to open the Appointments module.The calendar will open showing three tabs: Appointments, EVV, and Mileage.H ...
How to schedule appointments with CompanyOn
How to Create an AppointmentIn the left sidebar, click the calendar icon to open the Appointments module.Click on the desired time slot in the calendar.A form will appear. Complete ...
How to Book a Group Appointment
How to Create a GroupClick on your profile photo (or initials) in the top right corner of the screen.Select "Services" from the dropdown menu.Click on the "Groups" tab at the top o ...
How to Edit an Appointment
How to Edit an Appointment Before Check-InIn the left sidebar, click the calendar icon to open the Appointments module.Click on the appointment in the calendar to open the appointm ...
How to Reverse a Checked-In Appointment
How to Reverse a Checked-In AppointmentIn the left sidebar, click the calendar icon to open the Appointments module.Click on the checked-in appointment to open the appointment wind ...
How to Add Locations for Appointment Booking
How to Select a Location During SchedulingIn the left sidebar, click the calendar icon to open the Appointments module.Click on the desired time slot to create a new appointment, o ...
How to Create a Recurring Appointment
How to Create a Recurring AppointmentIn the left sidebar, click the calendar icon to open the Appointments module.Click on the desired time slot to create a new appointment.Complet ...
How to Configure Appointment Reminders
How to Access Appointment RemindersIn the left sidebar, click the calendar icon to open the Appointments module.Click the Clock icon at the top of the calendar.Click on the "Appoin ...
How to Reschedule an Appointment
Option 1: Edit the Appointment ManuallyIn the left sidebar, click the calendar icon to open the Appointments module.Click on the appointment to open the appointment window.Click th ...
How to Block Time on the Calendar
Steps to Block Time on the CalendarOption 1: Schedule Time Off ManuallyIn the left sidebar, click the calendar icon to open the Appointments module.At the top of the calendar, clic ...
How to Use the Waitlist Feature
How to Access the WaitlistIn the left sidebar, click the CompanyOn Logo to open the Dashboard.The Wait List section is visible on the left side of the dashboard.How to Add a Clien ...
How to use CompanyOn route map
How to Access the Route MapIn the left sidebar, click the calendar icon to open the Appointments module.At the top of the calendar, click the globe icon.Select the date you want to ...
How To Set Up Follow-Up Reminders
Steps to Set Up Appointment Reminders: How to Set Up a Follow-Up ReminderIn the left sidebar, click the calendar icon to open the Appointments module.Click the Clock icon at the ...