This article will provide users with a step-by-step guide to creating a scheduled client event

Questions answered in this article:

  • How to create a new client event?

  • How can I add clients to the event?

  • Can I add multiple clients to an event?

  • Can edit the event once it is created?

  • How to remove a Student from the Session’s Provider List

View the instructional video(s) on this topic below:

Related articles:

For Practitioner side

  1. Adding a new event in the Scheduler

  1. Click an area in the calendar that corresponds to the date and time in which you want to add an event. After clicking, an event editor will appear on the right side where you can indicate the event details.

  2. Alternatively, you can choose the +new event button on the top left of the calen

  1. Select your event type to match your needs. The top 6 are Client related Events and the bottom 4 are Non-Client related Event.


  1. Choose a service.

  1. Select your client or multiple clients.

  1. If you are ready to create your plan for the session, then select a plan. If you are done creating this scheduled event, simply choose the save button (check mark), at the top. 

  2. After saving the schedule details, your event will appear in the calendar area. To edit an event, just click the placeholder and the event editor will appear once again on the right side portion of the page.

How to remove a Student from the Session’s Provider List

  1. In this example, we have 2 active students on the drop-down list. (Note: Sample data only)

  1. We are going to remove a student from the Clinic Users page. We will access this by clicking My Office > Management > Clinic Users.

  1. The Users page will be displayed. You may use the search filter function to look for all Practitioner Students.

  1. Click the Student’s Name to be removed from the Session’s drop-down list.

  1. Upon choosing the Student, click the Account tab.

  1. On the Status drop-down list, choose Inactive.

  1. Click the Save button.

  1. You may recheck by clicking the Inactive tab. The name of the Student should be displayed under this tab.

  1. Open or create a new Session. Upon clicking the Provider drop-down list, the removed Student should not appear on the Students list.