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Multiple participants

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How to add multiple participants to an appointment

  1. Go to appointments
  2. Click the ‘New Appointment’ button
    Screen_Shot_2022-01-25_at_9.49.07_AM.png
  3. Under the participants section, you will see a subheading called ‘Add Users’. Click on the drop down and search or enter the email of the participants you will like to add to the appointment.Screen_Shot_2022-01-25_at_9.50.40_AM.png
  4. Once you have entered the participants, click enter on your key board or click the ‘New Client’ button.
  5. Fill out the appointment detailsScreen_Shot_2022-01-25_at_9.52.17_AM.png
  6. Click ‘Create Appointment’.

    Screen_Shot_2022-01-25_at_9.52.25_AM.png

 

 

How to add multiple participants to an existing appointment

  1. Go to calendar
  2. Click on the scheduled appointment
  3. You will be prompted to the ‘Appointment Details’ page
  4. Click the  ‘Manage Participants’ button
  5. Select the client from the participant list or manually enter the client’s email and click enter on your keyboard.Screen_Shot_2022-01-19_at_1.54.33_PM.png
  6. Click ‘invite’

Screen_Shot_2022-01-19_at_1.54.45_PM.png

Note:

  • All of the participants listed in the appointment will receive an appointment link  and access code.
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