Booking Sessions

There are two ways to book a session in Metanoa, and both open the same form, so choose whichever feels quicker based on the view you're in.

How do I book a session using the Schedule Session button?

The Schedule Session button sits in the top right corner of the calendar and works from any view, so it's always there when you need it.

Let's Book a Session

1. Click Schedule Session in the top right corner of the calendar and the form opens with today's date and the current time already filled in
2. Choose your client by searching their name in the client field
3. Choose your therapist from the therapist field
4. Select the department the session belongs to
5. Set the date if you want a different day from today
6. Set the start time and end time, keeping in mind the end time must be after the start time
7. Click Save and the session appears on the calendar

And you're all set!

How do I book a session by clicking a time slot?

If you're in Day, Week, or Therapist view you can click any empty time slot to open the booking form with that date and time already filled in, so you don't have to type it manually.

Let's Book a Session from the Calendar

1. Find the day and time you want to book in Day, Week, or Therapist view
2. Click the empty time slot and the booking form opens with that date and time pre-filled
3. Choose your client, therapist, and department
4. Adjust the end time if needed
5. Click Save and the session appears right where you clicked

And you're all set!

What if I get an error about the client not being in the department?

If you see a message like "This client is not assigned to this department", it means the client hasn't been added to that department you have selected.

To fix it, go to the client's profile and assign them to the correct department first, then come back and book the session.

Common Questions