Steps to Book an Appointment from the Timeline
Open the client profile
Navigate to the Timeline
Select the Appointments Tab
Click on the calendar icon
Confirm the appointment details
Save the appointment
What Happens Next
• The appointment is added directly to the Calendar
• Reminder workflows begin automatically if enabled
• Appointment activity appears in the client timeline
Best Practices
• Verify practitioner availability before booking
• Confirm service selection carefully
• Review previous appointments when scheduling follow-ups