Manage Appointments
Start a live session, review a completed record, or document a visit after it ends.
Start a Session
Tap any appointment to open its details, then tap Start Session.
The session links to the appointment automatically.
Start Session appears when an appointment is within 1 hour of its scheduled time.
Document a visit afterward
For a therapy visit without a live TallyFlex session, open its Service Record and choose Record observation in Data Collection to add observations you collected outside the session. Follow Document a past appointment to enter them or use data already recorded. Only mark a visit Completed if it took place.
Calendar Icons
| Icon | Status |
|---|---|
| ● | Ongoing |
| ✓ | Completed |
| ❗ | Missed |
Scheduled appointments show no icon. Past appointments appear in a lighter shade of the client’s color, while upcoming ones use the darker shade.
Other Actions
Depending on the appointment status:
- Go to Session - Continue an ongoing session
- View Record - Review completed appointment details, notes, and linked session data
- ✏️ Edit / ✕ Cancel / 🗑 Delete - Use the icons in the header
For completed appointments with linked data, use Delete or Clear a Service Record when you need to remove accidental data or delete the appointment and data together.
Use Records to review the client’s appointment history.
Auto-Created Appointments
Start a session from a client’s profile? TallyFlex creates a matching calendar entry automatically.
What’s Next?
- Create Appointments - Schedule new sessions
- Filter Your Schedule - Find specific appointments quickly
- Records - Review the client history after appointments happen
Need Help?
Questions about appointments? Email support@tallyflex.com.