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How to create a client appointment

Adding a new session to your Blueprint Calendar

Updated yesterday
  1. Go to your Calendar

  2. Click the Create event button
    Tip: You can also click and drag directly on the calendar to create an appointment

  3. Begin typing the client's name, then select them from the list

  4. Fill out the appointment details:

    • Appointment type

    • Date

    • Start time and end time

    • Location

    • Recurring (optional)

  5. Click Save

  6. To finish creating the appointment, click Send notification or I’ll send manually (closing the window with the X will not create the appointment)

Expected outcome: The new appointment will show on your Calendar with the new details.

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