Using the Scheduling Wizard
Creating an Unlinked Appointment
Last Updated: July 15, 2026Help! Should I create an appointment or session? HERE’S A FLASH FOR YOU! An unlinked appointment is not tied to a specific client. For appointments that involve a specific client, Create a Linked Appointment instead. To find the time and date, refer to the Calendar Overview topic. Double-click in the desired time slot on the...
Creating a Linked Appointment
Last Updated: July 15, 2026Help! Should I create an appointment or session? HERE’S A FLASH FOR YOU! A linked appointment is tied to a specific client. For appointments that don’t involve a specific client, Create an Unlinked Appointment instead. Creating an Appointment for an Existing Client To find the time and date, refer to the Calendar Overview topic. When...
Scheduling a Session with the Scheduling Wizard
Last Updated: July 15, 2026Use one of the following options to open the Scheduling Wizard: Double-click a time slot on the calendar. Go to File > New > Appointment/Session. From any hub, click Appointment or Session in the New group of the ribbon. From almost anywhere in the software, use the Ctrl+P keyboard shortcut. Click Next to begin. Help!...
Scheduling Wizard
Last Updated: July 15, 2026The Scheduling Wizard is a built-in tool designed to walk you through the booking process — from finding or creating a client, to scheduling the session or appointment, to creating an invoice and accepting a payment. To schedule a new appointment or session using the Scheduling Wizard, go to the Calendar hub and double-click on...