If you've indicated that you accept in-person sessions, you can specify which days clients are allowed to schedule these appointments. These settings make it easy for current and prospective clients to book appointments that match your preferences.
Before you begin
In-person and virtual availability settings are only available if you've indicated that you accept both appointment types. Virtual availability is enabled by default, but to ensure that you also receive in-person appointments:
Click here to navigate to the "Practice Details" section of your profile settings.
Locate the "Will you accept in-person clients?" section and select Yes.
In-person versus virtual environments
To indicate which days and times you are available for in-person vs. virtual appointments:
Click here or navigate to your Appointments dashboard. Select Manage Availability in the top right.
Toggle to the "Working Hours" tab. From here, customize your available hours by creating blocks of time. In the example below, the provider is available virtually from 10:00 AM to 1:00 PM and from 2:00 PM to 6:00 PM, and in person at 2:00 PM and 6:00 PM.
Continue indicating your working hours preferences for the entire week. Your calendar preview will update as you work. Ensure you select Save & Close to set your changes live.
Update an appointment's location
To change an appointment from in-person to virtual and vice-versa:
Navigate to the Appointments dashboard.
If not already selected, switch to the Calendar View by toggling the option in the upper right.
Locate and select the appointment you'd like to change.
In the pop-up 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 is 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 in the synced calendar event.
