STEP 4: Schedule an Appointment

1. Access Your Calendar

   • Navigate to My Calendar from the dashboard.

2. Choose Date & Time

   • Click Select Time and Day to open the scheduling interface.

3. Add Appointment Details

   • Client: Select the client’s name from the dropdown.

   • Service: Choose the relevant service (e.g., consultation, therapy session).

   • Clinician: Assign the staff member responsible for the appointment.

   • Supervisor (Optional): Add a supervisor if oversight is required.

4. Configure Session Settings

   • Date/Time: Confirm the selected date and time.

   • Repeat (Optional): Enable recurrence for recurring appointments (daily/weekly).

5. Set Up Virtual Sessions

   • Toggle Create Video Conference to Yes if the appointment is virtual.

   • Tip: A unique link will auto-generate once saved. Share this with participants.

6. Save the Appointment

   • Click Save to finalize. A confirmation email will be sent to all participants.

Additional Notes

• Double-Check Time Zones: Ensure the time zone matches the client’s location.

• Editing Appointments: Return to My Calendar to modify or cancel appointments.

Document Tutorial: https://www.readysetconnect.com/getstarted/scheduling-appointments-and-events.pdf 

Video Tutorial: https://youtu.be/pNJQeIOmsG4