An appointment holds the time, the service, the place and the people. For a dependent, the people include the guardian who signs for them, and Carepatron adds that person to the booking as an attendee when there is only one. You can remove them, add a second guardian, or create a brand-new client without leaving the panel.
In this article:
Schedule a new appointment
Start from a time slot or from the New button; the panel is the same.
Go to Calendar, then click a time slot or New in the top right and choose Appointment.
Set the date, the start and end time, and whether the appointment repeats.
Under Attendees, search for the client. Each row shows their type and lets you add a relationship.
Choose the team member, the service, a location or video call, and any resource you need.
Click Create, then choose whether to send the notification.
Note: Team members who assist with a session can be added as a reference without changing who owns the appointment.
Book an appointment for a dependent
This is the one place Carepatron acts without asking: adding a guardian to a booking is easy to undo, unlike sending a form or a bill.
Add the dependent under Attendees. If exactly one person signs for them, that guardian is added as an attendee.
If two or more people can sign for them, nobody is added. Pick whoever will attend from the list.
Remove a guardian with the x on their row if they will not attend. They are not added back.
Click Create. Reminders go to the client and to every guardian with Receives reminders and notifications switched on.
Note: Nothing on the form says the guardian was added for you. Check the attendee list before you create the appointment.
Create a client from the booking
A new client, and their guardian, can be created inside the appointment panel without losing what you have entered.
In the Attendees list, click New client at the bottom of the results.
Choose the type and complete the same steps as the New client panel, guardian included for a dependent.
Finish creating the client. They, and any guardian, return to the appointment as attendees.
Click Back to appointment at any point to return with the appointment form intact.
Reschedule an appointment
Edit an appointment from the calendar; the attendees come with it.
Go to Calendar and open the appointment you want to move.
Select Edit and update the date, time, attendees or service.
Select Save, then choose whether to send the notification.
Find unassigned appointments
When a team member is removed from the workspace, their appointments and tasks can disappear from the team filter.
Go to Calendar and open the team member filter.
Select Unassigned to show appointments and tasks that no active team member owns.
Reassign them by editing each appointment. If nothing appears, everything is assigned to an active team member.
Frequently asked questions
Why was a parent added to my appointment?
The dependent has exactly one person who signs on their behalf, so Carepatron added them as an attendee. Remove them with the x if they will not attend.
Does the guardian get a reminder if they are not an attendee?
Yes, when Receives reminders and notifications is on for them. Their copy is about the client and carries their own join link for video calls.
Read more: Dependent clients and their guardians
Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.