Booking appointments

Book from the Calendar — choose New appointment, or click an empty time slot. A mini day-view preview shows the rest of that day’s schedule as you book.

1. Pick the date, start time and duration (anything from 5 minutes to 4 hours).

2. Choose who’s attending (see below).

3. Set the appointment type and location.

4. Add any extras — practitioners, a repeat, a contract service, session focus and resources — then book.

Who’s attending

Client selection is multi-select, and it changes what kind of session you book:

• One client — a standard appointment.
• Two or more clients — a group session. Each child gets their own linked appointment, so their individual records stay accurate.
• No clients — a client-free session, such as a planning visit or admin block, with an optional title.

A single client can also be marked not attending — a therapist-only session, such as an annual review where you’re preparing rather than seeing the child.

Type and location

• Appointment types: Initial Assessment, Therapy, Review Assessment, Consultation, Meeting, Observation, ADOS Assessment, and Other Assessment.
• Locations: Clinic, Home Visit, School, Nursery, Preschool, Telehealth or Other. Off-site locations let you link the specific organisation involved.

Practitioners, repeats and extras

• Co-therapists — choose a primary therapist plus any co-therapists.
• Repeat weekly — create a recurring series on the same weekday for any number of weeks up to 20.
• Contract service — link the session to an organisation contract so delivery is tracked automatically.
• Session focus and resources — add preparation notes and attach the resources you’ll need from your resource library.

Tip

You can book everything above directly from a client’s record, too — the Book appointment action opens the same form with the client already selected.

Practicos checks for clashes as you book — see Conflicts and working hours.