Step 5 - Set up your Schedule for Maximum Effectiveness
Set up your Schedule
Now that you've set up essential components like clinic and profile information, invoices, billing, and services, it's time to focus on scheduling. Follow these steps to configure your schedule within Serene Practice:
Task Overview:
1. Set Up Profile and Clinic Information Details
2. Default Invoice Document
3. Billing Setup
4. Define and Manage Your Services
5. Set Up Your Schedule
How to Start
To schedule appointments effectively within SerenePractice, your first step is to navigate to the calendar. To access the calendar, simply click on the "Calendar" tab located in the left menu.
How to Access and Customize Schedule
- ●Select Time Frame: Pick your preferred view—month, week, or day—to plan appointments easily.
●Schedule Appointment: Click on an available time slot within the calendar to schedule a new appointment. A pop-up window will appear, guiding you through the appointment scheduling process.
●Fill Appointment Details: In the pop-up window, select or add a client for the appointment. Specify the service type from the available options or add a new service if needed. Set the date, time, and location for the appointment, whether it's at your clinic or via a virtual platform like Zoom.
●Confirm: Review all details before confirming and adding the appointment to your schedule.
You've successfully completed all 5 steps of setting up your Serene Practice account.
Serene Practice provides a clinic management tool for Speech-Language Pathologists, offering a way to manage your private clinic in a user-friendly way without out-of-pocket cost.
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Serene Practice provides a clinic management tool for Speech-Language Pathologists, offering a way to manage your private clinic in a user-friendly way without out-of-pocket cost.
Serene Practice provides a clinic management tool for Speech-Language Pathologists, offering a way to manage your private clinic in a user-friendly way without out-of-pocket cost.
Subscribe to our Newsletter
Get exclusive insights and expert tips.