If you've indicated that you accept in-person sessions, you can determine how often in-person appointments are available to your clients. These settings ensure that existing and prospective clients can request convenient appointments that align with your preferred workflow and schedule.
Before you begin
These in-person and virtual availability settings are only available if you've previously indicated that you accept both appointment types. Virtual availability is enabled by default, but to ensure that you also receive in-person appointments, navigate to the Basic Information section of your profile settings and ensure the "Will you accept in-person clients?" setting is set to the Yes option. If you make a change to this setting, make sure to scroll down and select the Save button.
Use a consistent availability
To set or update a schedule that is consistent across all working days:
Select your name in the bottom left corner, and click Edit Profile.
Next, select the Scheduling option under the "Appointments" menu. To confirm you are using a consistent daily schedule, which is the default, ensure that the "Set different hours for each day" option appears in the "Available Hours" section. If it doesn't, you currently use a different schedule for each working day and must select the Apply same hours to all days option to switch types.
Update the desired availability settings, including the In-person and Virtual checkboxes next to your "Available Hours," scroll down, and Save.
In the example below, clients can book an in-person or virtual session during any available time slots from 9 AM to 5 PM Monday through Friday.
Use a variable daily availability
To set or update a schedule that is different across all working days:
Select your name in the bottom left corner, and click Edit Profile.
Next, select the Scheduling option under the "Appointments" menu. To confirm you use a variable schedule, ensure that the "Apply same hours to all days" option appears in the "Available Hours" section. If it doesn't, you currently use the same schedule for each working day and must select the Set different hours for each day option to switch types.
Update the desired availability settings, scroll down, and Save.
In the example below, clients can only book in-person sessions during available time slots from 9 AM to 5 PM on Tuesday, Wednesday, and Thursday.
Update an appointment's type
To change an appointment from in-person to virtual and vice-versa:
Navigate to the Appointments dashboard.
Switch to the Calendar View via the toggle in the upper right.
Locate and select the appointment you'd like to change.
In the pop-out menu, select the Edit appointment option.
Select the desired appointment format and select Save changes.
Once saved, a change notification is sent to the client indicating the appointment type. For example, if the appointment was changed from virtual to in-person, the title would change from Telehealth to Office appointment, and the location would change from your telehealth meeting link to the physical address associated with your practice.