Have client portal availability separate from calendar availability
I would like to able to set my "availability" calendar preferences in the client portal separately from the availability in the calendar I use for myself. In other words, if I mark that I am only available on Wednesdays and Thursdays, clients can only schedule themselves then, but then if I want to make an exception and see a client outside of that, say, on a Monday, I cannot add it to my own calendar. I would like to have more freedom in scheduling myself than what I give to my clients.
Jill Brazao commented
It would be helpful to offer a section where a therapist can list specifics about how they want people to schedule appointments. For example, only that start on the hour. Also, to be able to attach a specific location to appointment availability. For example, Tuesday from 12-3 I am telehealth only, from 5-8 I am in office location A. On Wednesday I am in office location B. So client know when they are scheduling.
There needs to be a way to set specific times that are available for self scheduling. Although I can limit the time - I would prefer to set specific regular hours for self scheduled appointments of a certain type (initial consultation).
Laura Ely commented
I would like to be able to have the calendar add specified increments of time before and/or after a session when a client schedules it. I haven't gone to using client portal self-scheduling yet and one reason is that I like to be able to space my appointments to give myself more time between sessions. In order to do that now and have people self-schedule, I will need to block definite periods of time for those "breaks" which will give less flexibility as people are able to schedule themselves. But I do love the idea of letting people cancel and reschedule on the portal! Thank you!
Erica Oppenheimer commented
I'm new so I am not sure if this already exists. I would like to be able to set aside certain blocks of time for people accessing my calendar for self-scheduling an initial consultation. Rather than have access to my whole calendar (which doesn't reflect my daily schedule related to other responsibilities, holidays, etc) I would like to set aside specific blocks of time for new client's requesting an initial consultation. Sorry if this already exists!
Christina Spinler commented
I would love more options in calendar preferences for clients self scheduling. Example - I'm free 8-9am on Tuesdays, but then not free again until 3pm. I would love the option in the calendar preferences to have to option to say I'm free 8-9am for early appts. and then have the other times blocked off until I'm free again 3pm that afternoon. Currently, I have to manually "block off" 9-3pm everyday....as a recurring appt. I've seen this as a feature in other platforms and I loved it. I almost went back to them as this is very useful feature. thanks.
Katherine Biggs commented
For example, if you have office hours scheduled between 9am-2pm, clients can request a session at any time within that block which causes problems if/when you are trying to only book at certain increments, like on-the-hour.
Sarah Gura commented
Agree. I’d love the option to say this particular hour is telehealth only or in person only or either!
Aminda Villamagna commented
It would also be nice if we could set a certain range of hours/days for in-person appointments and a certain range of hours/days for Telehealth appointments, so that days could be better managed.
Brittany Cooper commented
the ability to limit client portal availability that doesn't give client access to your whole calendar or not allow you to schedule things yourself outside of that timeframe you selected. So if i set my client portal scheduling to monday, wednesday friday, I want to be able to schedule my own sessions on any other day (and not give clients access to schedule on those days)
Forrest Pulley commented
When NEW clients use the https://[ABC].mytheranest.com/account/signup, ability to customize/limit Service Type with self-scheduling. Such as, wanting to add the link for NEW clients to self-schedule a Free Consultation only(Service Type) on a website or manually send them link, BUT have other Service Types available for existing clients.
Pamala Davis commented
Is it possible to edit my calendar so that my clients are not able to view my full calendar and only allow them certain days/times that they may schedule? I have a limited day/time currently set up for them to view via the portal, but I find that every time I make an appt, I have to click on the hour override in order to set the appt. it would be nice if we could "hide" a portion of our calendar, while keeping available days and time open for the therapists to schedule without hitting the override. (I saw this feature on a competitor's website and thought it was great!). I do not allow my clients to view full calendar in order to keep my calendar full without big gaps. Thank you for your consideration!
Susan Wade commented
I would like more control of my calendar. I would like to offer portions of my calendar to my clients, not my whole calendar.
If I offer my whole calendar, I may get clients scheduling every 2 hours, breaking up my whole day. Nothing irritates a therapist more than to have 3 one hour breaks in her day. (Rather than an extra long lunch or quitting early.)
I hope this makes sense. Does it? Feel free to ask me if it doesn't.
Peter Ellsworth commented
My idea: A different calendar for client portal scheduling where I can select the time slots that are available for client booking. Most of my calendar is booked by me. I would like to have just a few specific slots that could be booked by the client. The current process of blocking out times is very cumbersome.
Laura Jennings commented
I think some of this is mentioned, but I would really like to see a scheduling option for clients that is different from staff availability - so clients can only self-schedule at certain times, set out only for 1 month ahead of the current date. That would help a lot!
Lisa Hall commented
I would prefer not to have my clients schedule out more than 8 weeks or 6 sessions ahead.
Kimberly Avallone commented
It would be helpful to have an option to set specific session times on the calendar instead of a range of times patients can schedule into. This would allow providers to set specific appointment times for patients (e.g., 8am, 9:15am) and have more control over their schedules.
Aimee Beardslee commented
I'd like to have the ability to create specific time slots that my clients can then choose from when self-scheduling, such as a 12 PM, 1:30 PM, 3 PM, 4:30 PM, etc.
As of now it's just a whole block of time they can choose from during my hours (12 to 8 PM). I block off 1.5 hours per session, so I cannot currently allow self scheduling, because someone could choose to schedule a session at 1 PM, which disables me from being able to schedule someone from 12-1:30 and 1:30-3:00 PM.
Also, on certain days I might need to block off time or limit the number of appointments, and on those days I'd like to be able to select, for example, a 3 PM, 4:30 PM, and 6 PM appointment for clients to select from and not have the whole day open.
Not sure if there is a current workaround for this, but any suggestions or help would be greatly appreciated!
Andrew Frager commented
It would be very helpful to have available time slots. For example in our office one of the therapists sees clients for 75 minutes at a time. Having the calendar open for an entire day would allow a client to schedule online starting at any open time, but that could be in the middle of a previously open 75 minute slot. In order to be most efficient we can only use the online scheduling feature if we can pick the 75 minute slots that one can schedule. 2:30, 4:00, 5:30, etc. (not 3:30). Does that make sense?
Matthew Black commented
Allow the therapist to create available appointment slots rather than times of availability. These appointment slots could be seen by clients on the portal. So, rather than showing on the client portal that I'm available from 12-3, it would show that I have a slot from 12-1, 1-2, or 2-3 and the client would have to choose one. This would greatly help a therapist maximize his/her time and fit more clients on the schedule.
Norman Jaeger commented
I agree, clients have a difficult time navigating the calendar, what is available and what is not. Also, it is almost an invasion of my privacy to see the whole week schedule. I believe the above will work great, this is how square appointments works.