Calendar Set Up

Setting up the calendar availability is a vital process, one that allows clients to self-schedule online easily and therapists to define scheduling days. The steps below will guide TA2.0 users on steps to follow in order to.

Client Scheduling
'No' Availability

Scheduling Availability

Quickly allow clients to self-schedule online by following these steps.

  1. Click My Profile from the left-hand menu.
  2. Select Calendar Settings from the right-hand menu, then click Edit.
  3. In the ‘Availability Calendar’ section, click Edit.
  4. Click on
  5. **NOTE: Skipping/missing this step requires users to re-do the entire availability schedule.

Client Scheduling

Take time to clearly understand and complete the Client Scheduling first steps, before defining whether you are allowing for client scheduling on certain days.

  1. Complete Scheduling Availability first steps from the initial, above guideline.
  2. Select Yes or No for Client Scheduling.
  3. Define availability start/end times.
  4. Select Yes for the days client scheduling is desired.
  5. Select No for each day client scheduling is not desired.
  6. THEN: Choose your session link and click
      **NOTE: An option is provided to return and set the availability for each day 'No' was selected.

'No' Availability

  1. To add Availability for days marked ‘No’, view My Profile > Calendar Settings > Edit > Availability Calendar > Edit.
  2. Click , then refer to the Client Scheduling second step guidelines above.
  3. **NOTE: To change the availability schedule, click 'Clear Availability' and START FROM SCRATCH.
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