Booking and Managing a Client in a Class

Once a Class in scheduled in the Diary, it is quick and easy to add Clients to this Class. You can choose to add a Client to a single Class, to all the Classes scheduled for this reccurence or to specific Classes.

Adding a Client to a Class

1. In the Diary, click on the Class.

2. Type in the First Name or Last Name in the appropriate fields.

3. Click on the appropriate Client in the list or click Create New Client if it is the case.

4. In the Booking Class screen, select a Case if the practitioner is required to write a Clinical Note for this Class/Client.

If a Case is not selected for the booking, the practitioner will not be able to write a Clinical Note for this Class. The Booking will need to be edited before Clinical Notes can be written for the Class.

5. Select which Class the Client wants to book by ticking the Classes in the Timetable list.

6. Click Add Client once you are done.

7. Repeat these steps to add each Client.

Clients will be shown in the Client list of the Class and the number of participants booked will be displayed on the Class in the Diary.

Editing a Client Booking

When removing a Client from a Class, this Class will show as Cancelled in the Client Booking history.

1. In the Diary, click on the Class.

2. Select the Client.

3. Click Edit Booking in the right side menu.

4. Under Timetable, add or remove Classes by ticking/unticking Classes.

5. Click Save Changes.

Linking a Case to a Class Booking

1. In the Diary, click on the Class.

2. Select the Client.

3. Click Edit Booking in the right side menu.

4. Select the appropriate Case in the Case section or Creat a New Case if relevant.

5. Click Save Changes.