1. Scheduling a 1:1 Class*

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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 […]

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2. Scheduling a Group Class

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The most efficient way to create a recurring group class in the Calendar is to use the group template feature.  This is especially useful if you have a group program that you repeat on a regular basis throughout the year.  Before scheduling a regularly occurring class in the Calendar you need to create your […]

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3. Scheduling Multiple Classes at Once

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When planning out your time in the Calendar there is an option to schedule more than one class at one time.  This is referred to as Split Availability in the PHRQL Calendar.  This is a useful feature for scheduling your availability ahead of time particularly when others can schedule your appointments and need to […]

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4. Sync Calendar to another calendar

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The Connect & Coach calendar allows you to sync to another calendar such as Outlook or Google Calendar.  This enables you to see your appts scheduled in PHRQL on your other calendar which prevents duplicate entry.  The sync is a one way sync so you will be able to view the C&C entries but […]

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5. RD Reminder Settings

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From within the Calendar view of the Classes tab an RD can choose to set a time interval to receive a reminder email of an upcoming class.  The default reminder setting is “No Reminder” but an RD can choose a time interval from the drop down list that suits them or they can create […]

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