Services your clients can choose
Appointments for your work might include needs assessments and advisory sessions. Create your own services and specify the included work, duration and price you have set. These are presentation ideas, not a preloaded service catalogue for this profession.
Details to agree before the appointment
Before confirming, clarify the question to address and materials needed for discussion with the client. These details help you allow realistic time and avoid an incomplete appointment. If the request falls outside your standard format, use manual confirmation and messages to agree on the scope.
Agree on the scope before meeting
Specify the meeting’s purpose, duration and location. An introductory appointment helps confirm that the format suits the request. Booking communication should stay focused on practical arrangements.
The scope for your work
The scope is appointment booking. Training administration, specialist case records, carer coordination and profession-specific obligations are not integrated. Check that this scope is sufficient before using the tool with clients.