Overview
CompanyOn allows clinics and practitioners to schedule group appointments for multiple clients at the same time.
Group appointments are useful for:
• Group therapy sessions
• Wellness classes
• Rehabilitation groups
• Educational sessions
• Facility-based care
• Shared appointments or programs
The Group Appointment workflow helps clinics simplify scheduling and manage multiple participants within a single appointment.
Before Booking a Group Appointment
Important Requirement
Groups must first be created inside the Services Admin module before they can be scheduled on the calendar.
How to Create a Group
Open the Services Admin module
Select the Groups tab
Click Create Group
Add the clients that belong to the group
Enter a name for the group
Save the group
How to Book a Group Appointment
Open the Calendar
Click on the desired time slot
Select Create Appointment
Locate the Group Icon beside the client field
Click the Group Icon
Select the saved group by name
Select the practitioner
Choose the service
Complete the remaining appointment details
Save the appointment
What Happens Next
Once the appointment is saved:
• All clients assigned to the group are automatically attached to the appointment
• Scheduling workflows apply to all group members
• Billing and documentation workflows can then be managed accordingly
• Practitioners can continue with standard charting and billing workflows for the session
Common Uses for Group Appointments
Common Group Workflows
• Group therapy
• Wellness workshops
• Educational programs
• Rehabilitation sessions
• Fitness or mobility classes
• Community care programs
Best Practices
Recommended Best Practices
• Use clear group names for easier scheduling
• Verify group membership regularly
• Confirm practitioner availability for group sessions
• Review participant information before scheduling
• Standardize group naming conventions across the clinic
Frequently Asked Questions
Do Groups Need to Be Created Before Scheduling?
Yes. Groups must first be created inside the Services Admin module.
Where Is the Group Option Located During Scheduling?
The Group Icon is located beside the client field inside the appointment window.
Are All Clients Automatically Added to the Appointment?
Yes. All clients assigned to the selected group are automatically attached to the appointment.
Can Group Appointments Support Billing and Documentation?
Yes. Standard billing and documentation workflows continue to apply after scheduling the group appointment.
Can Groups Be Updated Later?
Yes. Group membership can be reviewed and updated through the Groups section in the Services Admin module.