Add & Edit an Appointment
Add a new appointment
Repeat your appointments
Edit your appointments
Description | How To Desktop: | How to Mobile: | Good to Know |
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Go to SCHEDULING |
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Create an Appointment | There are 2 options to create an appointment in Rethink: Option 1: Drag over your desired appointment date & time
Option 2: Right click on your desired appointment date & start time
| Select the + located in the upper righthand corner
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Enter a Billable Appointment | Complete all required fields marked with an “*”: Outlined below are the required fields for a BILLABLE appointment: Once all required fields are entered Click SAVE | Complete all of the fields below outlines in red Once all required fields are entered Select SAVE | Required Field Details:
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Enter a Non-Billable Appointment | Below are the required fields of a Non-Billable Appointment Once all required fields are entered Click SAVE | Below are the required fields of a Non-Billable Appointment Once all required fields are entered Select SAVE | Required Field Details:
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Enter a Travel Appointment | Here are the required fields of a Travel Appointment Once all required fields are entered Select SAVE | Below are the required fields of a Travel Appointment Once all required fields are entered Select SAVE | Required Field Details:
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Set up a Recurring Appointment | If an appointment recurs in a weekly or monthly pattern, you can set up a recurring appointment Click REPEAT then complete the required fields of the recurrence pattern Select if this is a weekly or monthly recurrence pattern Select the days of the week for the appointment series Select when to end the appointment series
| If an appointment recurs in a weekly or monthly pattern, you can set up a recurring appointment Select REPEAT then complete the required fields of the recurrence pattern Select if this is a weekly or monthly recurrence pattern Select the days of the week for the appointment series Select when to end the appointment series |
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Edit an Appointment - Choose Occurrence or Series | To Edit Right click on applicable appointment Choose to open the appointment occurrence or the entire appointment series
| To Edit Open applicable appointment Choose to edit the appointment occurrence or the entire appointment series
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Edit an Appointment - Occurrence | With proper permissions, you can edit any appointment field Select the field and make applicable changes Select SAVE when complete | With proper permissions, you can edit any appointment field Select the field and make applicable changes Select SAVE when complete
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Edit an Appointment - Series | With proper permissions, you can edit any appointment field Select the field and make applicable changes Select SAVE when complete The following screen will appear: Choose whether to save these changes as of specific date OR if these changes apply to the entire series | With proper permissions, you can edit any appointment field Select the field and make applicable changes Select SAVE when complete
The following screen will appear: Choose whether to save these changes as of specific date OR if these changes apply to the entire series |
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