How do I schedule an appointment that isn't linked to a record?
You can use your Psylio calendar to plan daily tasks and activities that are not directly related to a record. Simply click the plus button to add an event and select the Unavailability tab at the top on the event. This will create an event in your calendar without linking it to any particular record and signal that you are unavailable for appointment requests.
Related Articles
How can I use the "Note for the advisor" field in my appointments?
The Note for the advisor field in each appointment record is a discreet way to note reminders or important observations for each session. Here's everything you need to know: The information entered in this field is not included in the appointment ...How do appointment reminders work?
Go to: https://admin.psylio.com/organization/notifications to view the option to enable or disable appointment reminders. If the option is activated, when you create a new appointment in the calendar linked to a record, a reminder will automatically ...How do I set a minimum delay for online appointment requests?
To prevent last-minute booking requests, you can set a minimum delay before a client can schedule an appointment. Here’s how: Go to Settings > Agenda in the left-hand menu. Select the Minimum delay option under the appointment limits section. Set the ...How do I cancel an appointment when the client hasn't declined it themselves?
Currently, you cannot cancel an appointment in Psylio, but you can delete it from your agenda. To keep a record of cancellations, follow these simple steps: Go to your agenda and select the appointment you want to cancel. Click on Edit. In the Note ...What do the colours of the appointment slots in my calendar mean?
Here is what the colours of the appointment slots of your calendar mean: White slot: The client has not yet accepted or declined the appointment. If the text is crossed out, it means the appointment has been declined. Blue slot: Appointment created ...