Operations
Scheduling and time tracking
Manage appointments, work schedules, and logged hours.
5 min read
The schedule shows appointments across your organization or caseload, depending on your permissions. Staff can view their own calendar and, where permitted, team coverage.
Time tracking supports payroll and utilization reporting. Work schedules define when team members are available, helping supervisors spot coverage gaps.
Tips
- Keep appointment statuses current (confirmed, completed, cancelled).
- Log time against the correct client or non-billable category.
- Report scheduling conflicts to your administrator early.