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Create Appointments

Schedule one-time or recurring therapy sessions for yourself or team members.

2 min Updated December 16, 2025

Add an Appointment

Tap Add Appointment to open the form.

Create Appointment dialog

Fill in:

  • Student - Who the appointment is for
  • Assign To - Yourself or a team member (Teams plan)
  • Date & Time - Duration calculates automatically

Recurring Appointments

PatternDescription
OnceSingle appointment
DailyEvery day
WeeklySame day each week
MonthlySame date each month

Recurring requires Solo or Teams plan.


Type & Location

Type: Therapy, Supervision, or Assessment

Location: Office, Home, School, or Other


Save

Tap Save. The appointment appears on your calendar immediately.

If the visit already took place, document the past appointment to add observations, including data you recorded before creating the appointment.


What’s Next?


Need Help?

Questions about creating appointments? Email support@tallyflex.com.