Add new clients from the calendar
Allow me to add a new client to the system when viewing the calendar and/or agenda so I can add a client and then quickly schedule them an appointment.
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Kelsie Hoshell commented
Agreed!
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Terri Lehron commented
Ability to add a client via the caledar/scheduling screen
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Taunya M. Couts commented
It was one of the features that a competitor had that I really missed when I choose theranest.
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Terri Lehron commented
Have the ability to add a new client when in the calendar ; most times we are within the calendar discussing appointment options and I should be able to create a new record from calendar
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Ally Meyer commented
I would love to be able to add a new client while creating an appointment.
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Netti commented
It'd be awesome if you could generate a new client when scheduling. For example: If I am in the Calendar and schedule an appointment with a client who does not currently have an account, a new client account for that name was automatically generated instead of having to add a new client and then schedule them.
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Charlene Aguila commented
Easily be able to create appointment for new client through calendar view
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Guillermo Castaneda commented
Please make this happen!!
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La'Niya Dicks commented
Yes! This is very helpful for schedulers such as myself. Especially for a busy practice.
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Dave Whipple commented
It would save time to be able to add clients through the appointment screen so they can be quickly scheduled vs. going through the client screen, add client, add information, and then schedule them through the appointment screen.
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Heather Spence commented
Yes, I want to click on an appointment slot and have the ability to add a new client name in the pop-up.
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Anonymous commented
Anytime a new client is added to the calendar or scheduled for their first appointment, we have the option to set them as a new client
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Anonymous commented
It would be so much easier if we could add new clients from the Calendar page. It would definitely save from having to go to the calendar while they are figuring out when they come in, then adding as a client, and then going back to the calendar.
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Anonymous commented
When on the phone with a new client I would like to enter an appointment from calendar before entering the new client info.