Calendar

How to Access the Calendar

Steps to Access the CalendarLog into CompanyOnSelect Calendar from the main navigation menuThe Calendar will open in your default selected viewHow to Navigate Between Calendar View ...

How to schedule appointments with CompanyOn

How to Create an AppointmentOpen the CalendarClick on the desired time slotSelect Create AppointmentSearch and select the clientSelect the practitionerChoose the serviceConfirm the ...

How to Book a Group Appointment

OverviewCompanyOn allows clinics and practitioners to schedule group appointments for multiple clients at the same time.Group appointments are useful for:• Group therapy sessions• ...

How to Edit an Appointment

OverviewCompanyOn allows clinics and practitioners to edit appointments directly from the Calendar as long as the appointment has not been checked in.Appointments can be updated to ...

How to Reverse a Checked-In Appointment

OverviewIf an appointment was checked in by mistake, CompanyOn allows practitioners and clinics to reverse the check-in action.This helps clinics:• Correct scheduling errors• Reope ...

How to Add Locations for Appointment Booking

Import Note: Before Using Locations During SchedulingClinic locations must first be created inside the My Business Admin module.Steps to Create LocationsOpen the My Business Admin ...

How to Create a Recurring Appointment

OverviewCompanyOn allows clinics and practitioners to create recurring appointments for clients who require ongoing or repeated care.Recurring appointments help clinics:• Simplify ...

How to Configure Appointment Reminders

The ability to set appointment reminders is an important feature for any practice that wants to ensure that clients don't miss their appointments. This can include sending reminder ...

How to Reschedule an Appointment

OverviewCompanyOn allows clinics and practitioners to quickly reschedule appointments directly from the Calendar.Appointments can be rescheduled by:• Editing the appointment manual ...

How to Block Time on the Calendar

OverviewCompanyOn allows clinics and practitioners to block time directly on the calendar to prevent appointments from being booked during unavailable periods.Blocking time helps c ...

How to Use the Waitlist Feature

OverviewBooking an appointment with a healthcare professional can often be difficult, time-consuming, and frustrating, especially when schedules are fully booked.CompanyOn’s Waitli ...

How to use CompanyOn route map

OverviewThe Route Map feature in CompanyOn helps practitioners and clinics manage travel-based scheduling workflows by visually organizing appointment locations and mapping daily r ...

How To Set Up Follow-Up Reminders

OverviewCompanyOn’s Reminder System helps clinics and practitioners reconnect with clients who have not been seen in a while by automatically sending follow-up reminders based on t ...