Table Of Content
To create a new class in the Calendar, first click the “Classes” tab to enter the “Calendar View.” There is also a “List View” that will show all appointments in chronological order. You can toggle between the 2 views. *NOTE: For scheduling purposes, Connect & Coach uses the terminology “Class” to denote any appointment that has at least one visit. It is synonymous with appointment or consultation. See Terminology.
Chapter 1. Accessing the Calendar
To schedule a new 1:1 class in the Calendar you should point your mouse cursor to the time in the Calendar where you would like to schedule and double click to bring up the “Create from Calendar” dialogue box.
Chapter 2. Scheduling a 1:1 Class
After clicking “Create New Class” a dialogue box will request required and non-required information related to the Class Information and the associated Session Information (a class always has at least one session).
Chapter 3. “Create New Class” dialogue box
Class Information tab:
Session Information tab: