πŸ“… One Click from Calendar to Client Chart

We're connecting your calendar directly to client charts, so clicking a session in your schedule takes you straight into that client's record without opening the Clients menu and searching by name.

Today, getting from a session on your calendar to your client's chart, summary, or note is a multi-click chore that adds up across a busy day. After this update, clicking a calendar event surfaces what you actually need next: jump straight to the chart, open the summary to refresh on last session, or start a new note for the session you're about to begin with the date and time already filled in.

This is one of those small fixes that compounds. The clicks you save on every session add up to time you actually feel back in your day.

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Upvoters
Status

Planned

Board

Scheduling

Date

2 months ago

Author

Kellyanne Richmond

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