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Schedule Sessions Without Creating a Client First

We're making it possible to schedule a session by sending a calendar invite to an email address, without needing to create a full client record first. This is for situations like consultations, screening calls, or initial fit meetings where you want to see someone before formally onboarding them into your practice.

Previously, you had to create a client profile before you could book anything on your calendar. Now you can schedule first and create the client record later if you decide to move forward together.

Status: Completed2 comments

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Comments2

  • Briana Golob

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    Jun 1

    it says this is completed, but I’m not seeing any instructions on how it works and can’t figure it out on my own. Can you direct me to any resources?

  • Katerina Philbrick

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    Mar 19

    Yes! Such a time saver!