The mobile calendar displays personal appointments, other user appointments (if access is permitted), and allows creation of new appointments.
Mobile Calendar Limitations:
- The mobile application only allows the logged-in user to create personal appointments.
- It does not support scheduling appointments for other providers.
- It does not support scheduling appointment with clients.
- The mobile application only creates standard appointments; it cannot assign specific appointment types for note or ledger item generation.
- It is not possible to "Check-In" or "Begin Appointment" for an existing appointment in the mobile application.
- The above limitations also apply to editing existing appointments.
Note: These features are all available in the desktop version.
Creating an appointment:
1. Tap the "plus" (+) icon at the top right corner of the screen.
2. Complete the necessary fields.
3. Tap "Submit".
Appointment Editing:
1. Tap the appointment that needs to be edited.
2. Tap the "edit" icon (paper & pen) at the top right corner of the screen.
3. Make the necessary changes.
4. Tap "Submit".