Help Library
Frequently Asked Questions
Appointments
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how do i invite clients to a meeting? go to your calendar and create an appointment (make sure you're selecting virtual meeting) if you're creating an appointment, you will have to make sure that client has been added to "your clients" which you can do by adding a client on the appointment creation page how do i delete repeat appointments? deleting repeat appointments is done from your individual client list to see a list of upcoming and past client visits open up their individual client entries if there is an upcoming visit with a repeat symbol, that signifies that the appointment happens at a regular interval
