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Calendar management best practices

Learn how to manage your calendar effectively to ensure you never miss a scheduled appointment.

Updated over a week ago

Consistently managing your schedule and availability provides an optimal booking experience for you and your clients. When scheduling errors occur, they create a frustrating client experience and reduce the likelihood that clients will continue working with you and receive the care they need. Utilizing the tools available in your provider portal and adhering to these best practices will help you minimize the administrative burdens on you and the time spent organizing your schedule.


Appointment management


Cancel appointments with notice

While occasional unforeseen circumstances may lead to last-minute cancellations, canceling without appropriate notice can be jarring for clients. Clients are required to cancel or reschedule their appointments with at least 24 hours' notice to avoid incurring a late cancellation fee. Grow requests that providers extend the same courtesy to clients.

Communicate with your client before rescheduling

If you reschedule an appointment without confirming with your client, they may be unable to make the new time or see the updated appointment confirmation. When you need to reschedule, message the client first to find a time that works for both of you.


Availability management


Keep your availability up to date

Ensuring your availability is up to date is crucial for creating the best scheduling experience for you and your clients. Clients or their care managers can book any appointment time available on your booking page. Learn more about managing your availability here.


Preview your booking page

To confirm your availability is displaying as intended from the client's side, access a preview of your booking page using your New Client booking link. To access this link:

  • Select the Dashboard option from the sidebar navigation.

  • Locate the "Your practice" section and ensure the New clients option is selected.

  • Click the Copy Link button next to your unique new client booking link.

  • Paste this link into a new browser tab or window to preview your booking page.

New client scheduling link on the Dashboard

Out of office preparation


Blocking off time for recurring events or out of office periods, such as vacations, is crucial for preventing unwanted bookings. Additionally, it's best practice to preview your booking page to confirm that your blocks are successfully displayed.

Create an out of office event

An out of office event blocks off your calendar, prevents client bookings during the event, and automatically responds to clients who message you during your absence with a customizable out of office message if necessary. Learn more about creating out of office events here and creating an out of office message here.


Troubleshooting


Self-service options

If you’re experiencing issues with your calendar sync, availability, or appointments, learn more about troubleshooting tips with these resources:

Report calendar issues to Provider Support

If you need help with your calendar or have trouble updating your availability, contact Provider Support using the Help Widget. Be prepared to describe the error and provide screenshots, as agents cannot access your personal calendar(s).


Capture a screenshot

To expedite your support experience, provide a weekly view of your connected calendar via desktop. Include any sub-calendars, typically found in the left-hand side panels. This information allows the support agent to compare the details of your calendar with the information synced successfully to your Grow portal.

To capture a screenshot via desktop (preferred method), review these additional instructions: Chromebook, Mac, and Windows.

Google Calendar weekly view


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