Utilizing Calendars

In this video you will lea how to manage and update appointments using the Move platform's calendar system. Here's a summary of the key points:

1. Viewing and Filtering Appointments: Appointments, such as consultation calls or patient visits, are displayed in the calendar section. You can filter appointments by user or specific calendar (e.g., consultation or clinic visits). The calendar can be viewed by day, week, or month, and filters can show new, confirmed, or canceled appointments.

2. Editing and Creating Appointments: Appointments can be edited by clicking on them to update details like the owner, contact, and status (e.g., showed, no-showed, canceled). You can also create new appointments or block time by selecting the date, time, and team member. Meeting details like location or Zoom links can be customized.

3. Appointment Statuses: It’s important to keep appointment statuses updated (e.g., confirmed, no-show, canceled). This helps maintain accurate data and reporting.

4. Calendar Types: Different calendar types include service count, simple, round robin, class booking, and collective booking. These calendars integrate with Outlook and Google Calendar for seamless scheduling.

5. Reporting: Appointment reporting shows metrics like the number of booked appointments, their statuses, and outcomes. Accurate status updates ensure that reports reflect the true appointment data.

This process helps manage and track appointments efficiently within Move.