Scheduling

The Scheduling Module is represented by the calendar icon, and allows the user to view and manage calendar appointments for themselves as well as for all the providers and clients the user oversees.

Scheduling Calendar Views

Recorded: 8/20/18

Length: 5:58 minutes

This clip features an overview of the  Scheduling module’s three main calendar types, designed to help you manage your organization’s appointments and schedule.

Scheduling Find a Provider

Recorded: 8/14/18

Length: 2:33 minutes

This clip features how to best utilize the Find a Provider feature located in the  Scheduling module, which is designed to help you match your clients’ and employees’ availability, to quickly book appointments.

Scheduling Scheduling Module Detail Overview

Recorded: 5/24/18

Length: 26:38 minutes

This video features how to easily manage your organization’s calendar, schedules, and appointments through CentralReach’s  Scheduling module.

Scheduling View As Grid Overview

Recorded: 4/26/17

Length: 33:56 minutes

This video features a detailed overview of the tools available in the Grid calendar view, to help you effectively manage and audit your employees’ appointment schedules.

Note: Totals are now filtered via the left-hand side panel Stats tab.

Scheduling View My Calendar Overview

Recorded: 8/21/18

Length: 7:54 minutes

This clip features how to navigate appointments in View My Calendar, located in the  Scheduling module.