ABC Co., LLC: Sample Schedule
123 E Main
Your Town USA
Mon-Fri 9am-5pm

 

This is an example of the scripting for a scheduling page with instructions to our agents on how to successfully schedule an appt. We will write your script according to your scheduling software and your instructions!

Please complete each field below to send yourself a message. The email address field is required so the message will be delivered to you!

 

Login to xxxscheduler.com in Chrome
  • Username: CCP
  • Password:  Call123          
To Schedule New Client
  • Click Clients on top menu > Click New Client
  • See Contact Info
    • Enter client name (first and last)
    • Enter address
    • Enter CELL phone number
    • Enter date of birth
  • Click Save New Client
  • See calendar on right > Choose date and time for appointment
  • Click Save Appointment
  • SAY: Your therapist will call to introduce her/himself and answer any questions you may have. She/he will also email some intake paperwork.
  • Go to Calendar on top menu > verify appt shows up on calendar
  • Send message below 
To Schedule Existing Client
  • See Clients on top menu > See Active Clients
  • Type client name is search box > Click correct client from dropdown
  • See new page with client info > Click New Appointment
  • See calendar on right > Choose date and time for appointment > see new date and time on left
  • Click Save Appointment
  • Go to Calendar in top menu > Verify appt is on calendar
  • Send message below
To Reschedule
  • Click Calendar in top menu
  • Find client appt date and time in calendar > Click on client's name in appt
  • See new screen Session Details > Click Change Date/Time/Location
  • Choose new date and time > Click Save Changes
  • Go back to calendar and verify appt was changed
  • Send message below 
To Cancel
  • Click Calendar in top menu
  • Find client appt date and time in calendar > Click on client's name in appt
  • See new screen Cancel Session > enter Reason for Canceling (choose best option from dropdown)
  • Click Cancel Appointment
Send message below

 

Time of Call (this will be programmed for your timezone)


Your Name
Phone number
Appointment Date and Time
Therapist Name
Email Address (Required: Use your own email address to get the message)

Select therapist you scheduled with. He/she can be programmed to receive an email or text message too!

Message: Include info on any appointment change/reschedule!

Memo

Click Create and Email Message to send yourself a message. The email address field above is required so the message will be delivered to you!



  
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