Add or Manage Client Availability

Client Availability is a part of the Client Profile and indicates the days and hours that the Client is available for sessions. Setting up availability helps schedulers know if they are attempting to schedule an session outside of available hours.

You can either add and manage a Client's Behavioral Schedule Availability during Intake or from their Client Profile after they have been converted. 

👉 Jump To [Add/Manage Availability] [Helpful Tips]  

Add or Manage Client Availability

1. Navigate to the Clients Module in the left side menu.
2. Search for the Client.

3. Click the Client's name > Availability tab. 
   
   
    

    

4. Click + Add to Availability, Exceptions, or Accepted Hours.
   

Add Availability This is the availability of the Client.  Fill out the information, being sure to include the required information marked by red asterisks.  Choose which Service Category this availability is for.  Click Save.
Add Exception Used for things like breaks, holidays, or any other time the Client's schedule might be out of the available time.  Fill out the information, being sure to include the required information marked by red asterisks.  Click Save.
Add Accepted Hours Accepted hours are the amount of hours each service category may use per week. Select the Service Category and the accepted amount of hours per week for that category. Click Save.

Repeat step 4 as needed.

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