Calendar
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 ...
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 ...
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 ...
Is it possible to synchronize the Psylio calendar with an external calendar?
It is indeed possible to export your Psylio calendar to your external calendar. This can be done with several external calendars such as Outlook, Google Calendar, Apple Calendar and others. The procedure can be found in your account by going to ...
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 ...