How to Add a New Client When Creating a Calendar Event

Staff with calendar access can now add a new client directly from the calendar when scheduling an event—streamlining both scheduling and client onboarding.

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Steps to Add a New Client During Event Creation

1. Navigate to the Calendar

   • Go to the Calendar and select the date you’d like to schedule the event for.

2. Enter Basic Event Details

   • Input a Title for the event.

   • Select whether the event is a Telehealth Event (toggle on if applicable).

   • Set the Date & Time.

   • If the event should repeat, select the appropriate repeat frequency.

3. Add a New Client

   • Check the box labeled "Add New Client".

   • This will expand a section where you can enter the client’s basic information.

   • You can add multiple clients during this step if needed.

4. Complete the Event Creation

   • After entering the client information, continue with the remaining event setup as usual.

   • Save the event once all details are entered.

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Note: This feature is only available to staff with the appropriate calendar permissions.

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