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Create a group appointment

Create a group appointment and add multiple clients to it. Great for classes and group sessions.

Updated over a week ago

Not all appointments are individual, one-on-one between a client and practitioner.

Group appointments allow you to add multiple clients to one appointment time, which is great for classes and group sessions.


How-to

Create a group service

You will need to create a service that allows multiple clients to attend it.

  1. Select the Settings ⚙ icon in the top-right of your workspace.

  2. Under the Business sidebar section, select Services.

  3. Create your service, ensuring that the max number of clients that can attend the appointment is set to more than one.

    A screenshot of the service creation screen, highlighting the max number of clients as more than one.
  4. Select Create.

Assign the service to a location and practitioner

This step is required for the service to be added to the calendar.

Once you have created the service:

Assign the service to a location

  1. Select the Settings ⚙ icon in the top-right of your workspace.

  2. Under the Business sidebar section, select Locations.

  3. Select the location you would like to assign the service to.

  4. Under Services Available at this Location, mark the service to assign it.

  5. Select Save to confirm your changes.

Assign the service to a practitioner

  1. Select the Settings ⚙ icon in the top-right of your workspace.

  2. Under the Team sidebar section, select Users.

  3. Select the practitioner you would like to assign the service to.

  4. Under Services provided by practitioner, select the service to assign it.

  5. At the bottom of the user profile, select Save details to confirm the changes.

Create a group appointment from the calendar

  1. Select Calendar from the navigation bar, and create a group appointment by clicking on the starting time.

  2. Complete the details of the group appointment, including the max number of clients who can attend it and any repeating rules.

  3. After creating your group appointment, you will see all of the details from the appointment modal. You can start to add clients to the appointment by clicking '+ Client'.

  4. The group appointment details are displayed here, including the clients who are currently added to the group appointment.

  5. Once a client is added, you can see their specific details for the appointment, such as whether they have been invoiced, if there is a progress note, an intake form, and the status of the client's attendance.

  6. If a client cancels or does not arrive, you will see the status from the appointment modal.

If Google is connected then you will be able to open up the group appointment in your Google Calendar.

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