From the Navigation Bar, select Calendar iQ.‍

Select + New Event

Tip: You can also start your event creation by selecting the day and time you wish your event to be scheduled right from the calendar screen.

‍

Add the Client(s) that will attend this appointment.

‍

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

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 on practice manager. Click here to understand how to set up services on the practice manager.

Add Event details

‍

Add Staff Member(s)

Enter any Meeting Details

‍

Select Create Event to add it to your calendar

‍

‍

Once an event is created, it will appear on the calendar. From there you can View, Edit, or Delete the event