From the navigation bar select Calendar iQ

From Calendar iQ select the New Event button

Add the Clients that will attend this appointment.

‍

Select the box of the Fee you would like to directly invoice the client for

Note: The service fee is specific to each client unless the appointment is for a group - the service fee is populated from the information entered in the client demographics page

Note: The service fee, modifier and unit of service fields will autofill once the service has been selected, if the user has added the info in practice settings. 

Enter your Client Services by selecting the service name from the drop-down (Service Fee will populate upon selection)

Note: The service list drop-down will only include services that are assigned to the client who will be attending this appointment

Note: The services selected should be set up in practice manager. Click here to understand how to set up services on the practice manager.

Add Event details.

Note: You can manually modify these fields, from the Event Type field name the event as a Group Session or customize the event name by typing directly into this field

Add Staff Member(s)

Enter any Meeting Details

‍

Select Create Event to add it to your calendar

‍

‍

‍

You can invite participants by selecting Send Invite or Skip