How to schedule appointments with CompanyOn

How to Create an Appointment

  1. Open the Calendar

  2. Click on the desired time slot

  3. Select Create Appointment

  4. Search and select the client

  5. Select the practitioner

  6. Choose the service

  7. Confirm the appointment duration

  8. Add notes if needed

  9. Click Save


What Happens Next

• The appointment appears immediately on the calendar
• Reminder workflows begin automatically if enabled
• Clients may receive appointment confirmations depending on configuration

 


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