Appointments

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• How to setup a recurring meeting in zoom to use with your appointment types
• Can prospects cancel appointments since they are not able to login?
• Can I print the session notes for my appointments?
• When I (re)schedule a past appointment of 60 minutes (for example), in the appointments section of the client, the system shows that all the minutes are left. How can I mark them as spent?
• I added a client to a group and a past appointment now features in her Appointments section. Why is that? It's not accurate because she did not really participate to the appointment.
• How will I know if appointments have been changed by the clients?
• How can I simplify scheduling recurring appointments?
• Can I manually set the time spent on a call?
• Is there a way for the client to see their past and future appointments?
• Are the appointment confirmations and reminders sent to the clients different than the ones sent to me as coach?
• How do I exclude complimentary / pro-bono appointments from my certification report?
• How can I schedule an appointment with a couple?
• How do I include (or exclude) the link to the Call Strategy form in appointment confirmations and reminders?
• How do I download and remove all old notes and call strategy forms answers from past clients?
• How do I take notes for individual client appointments and for group appointments?
• Can a client see the appointment session notes on the private portal?
• Where can I indicate which clients are pro bono and which are paying?
• Does The Coaches Console support multiple time zones?
• Can a client receive the appointment reminder (and other messages) on two or more email addresses?
• Can prospects schedule since they cannot login?
• Can group members go to my private website and schedule group appointments during blocks of available time?
• Where do I setup the time interval for the reminder that sent to the clients in advance of an appointment?
• How can I stop sending email reminders for appointments to a client?
• Why would a client not receive the appointment notification or reminder?
• In the Appointment Reminder template there are three phone replacement tags: $WORKPHONE$, $HOMEPHONE$, and $MOBILEPHONE$. Are these phone numbers of the coach or of the client?
• How do I edit or delete dates in a recurring appointment or available time series?
• Can I enter past appointments in the Coaches Console Calendar?
• How do I prevent clients to book whenever they want or during events that I have in other calendars?
• Is there a way the system can build in a time buffer so that clients don't schedule themselves back to back and I have breathing space?
• How do I add a phone number to appointment confirmations and appointment reminders?