Creating, Editing and Managing Group Appointments

You can create an appointment with multiple clients, called a group appointment. In this group appointment, you can limit the number of participants, send email/SMS reminders, update participation status and much more. 

In this article:

Creating a Group Appointment

You can create a group appointment with multiple clients on the Calendar page. 

Here’s how:

1
Using you mouse cursor, highlight the time-slot in which you’d like to create a new appointment. The New Appointment Panel will open up.
2
Fill in the When & Where section with the appropriate details. Below it, click on the Group icon.

3
Type in the name of your group – and add a flag (optional).

Once done, click Save

Now, it’s time to add clients to your group appointment (you can do this later, if you want).

Adding Clients to the Group Appointment

Click on the group appointment on your Power Diary calendar to open the Appointment Settings Panel.

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Now, follow these steps to add a client:

1
Scroll down to the Appointment Details section. In the Participants field choose the number of participants you want this group to have from the drop-down menu. Choose Unlimited Participants if there will be more than 30.

2
Under the Participants section, type in the name of the client you want to add to this group appointment and click on the name from the results. Repeat this process until you’ve added all the clients to the group.

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Click Save

Updating Participant Status

It is a good idea to update a participant’s status. For example, if someone has cancelled the appointment, you can update their status to ‘cancelled’.

Here’s how you can do this:

1
Click on the group appointment on your Power Diary calendar to open the Appointment Settings Panel.

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2
Under the Participants section, you’ll see the complete list of clients you’ve added to the group appointment.

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3
Next to each client, you’ll see a small bubble labelled ‘ pending’. Click on it.

4
From the list of statuses, choose one that is relevant.

5
If you want to remove a client, click the x icon on the far-right side of their name.

Click Save to apply the changes.

Printing Group Participant List

You can also print out or download a PDF of the list of clients in your group appointment. Here’s how:

1
Click on the group appointment on your Power Diary calendar to open the Appointment Settings Panel.

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2
At the bottom, you’ll see the Participants section. Click on the printer icon on the top-right corner of that section.

3
To print the participant list, click on the Printer icon.

OR

4
Click Download to save the participant list as a PDF.