Scheduling

The calendar can contain appointments and placeholders. Appointments can be for individual clients, or multiple clients (group/couple).  "Other" appointments are those that don't involve clients (i.e., outreach, vacations, staff meetings, etc.).  Each of the three appointment types can be created using recurring settings.  Hover over items on the screen to see more information.  To view an appointment, double click on the appointment on the calendar screen or right click and choose View.

For ease of use, you can search for open appointment slots or for appointments already scheduled for a client.  You can also add a new client in Titanium while in the process of making an appointment.  To assist with scheduling, your center administrator may choose to use one or more waitlists. Group sign up sheets can be created to track group members.

Scheduling appointments requires choosing appointment codes from the list created by your center administrator.  Also attendance status can be marked for each appointment.  If your center administrator chooses to use them, appointment reminders can be sent to clients via email (and SMS text if purchased by your center).

Placeholders are used to add information to the schedule without scheduling appointments.  For example, placeholders can be used to "pencil in" appointments for clients, or to communicate among staff members, like to indicate working hours for part time users or staff who are on call for certain appointment types like walk ins.  Placeholders can also be used like post it notes as reminders to perform tasks, and to open time slots for online appointment scheduling.  

For user convenience, you can right click on items and empty areas on the schedule to access action menus.  Users can drag and drop items on the schedule to edit them.  Users can also click and drag items to change their duration.

What does everything on the calendar mean?

Some of the settings on the schedule can be changed by clicking Settings > User Settomgs > Schedule Viewer Layout and Schedule Viewer Colors tabs.