Schedule Services in the Calendar

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Schedule Services

Use the front desk functionality to schedule services using a graphical interface.

Menu Path

Check In/Out > Attendance Check In/Out > Attendance Check In/Out.

Schedule a Service

In the toolbar, click the Check In/Out button.
In the Navigation pane, under Attendance Check In/Out > Front Desk Daily Check In.

System result: The system displays a list of appointments.

In the Check In/Out screen toolbar, click the Calendar button.
Right-click a time in the calendar and click Schedule Appointment.
In the Schedule Appointment dialog, enter the information as appropriate. The following fields are required:

Facility Responsible - The system automatically populates the facility.
Unit Responsible - For facilities with only one unit, this field is populated by default. For a facility with multiple units, you can update the facility unit here.

Release Consideration: The ability to select the facility unit is available with myEvolv versions 9.0.8175 and later.

Staff - Click the button and and select any staff member from the list.
Program Responsible - Click the button and select a Program from the list.
Event - Click the button. In the Service Events dialog, search for and select an event.
Client - Click the button. In the People Search dialog, search for and select a client.
Duration - Enter the length of the appointment in minutes.

Note: In versions 9.0.8150 and higher, In the Schedule Appointment dialog, you can select a unit for the Unit Responsible field. For single unit facilities, this selection is automatically populated. For new client intakes, when you check-in a client, he or she is automatically enrolled into the Unit Responsible.

Search for an Available Time to Schedule a Service

Complete the following steps to search for a range of available times to select from.

In the Calendar screen, in the left pane, under Appointment Search, enter the following criteria:

Program - Click the button and select a Program from the list.
Client - Click the button. In the People Search dialog, search for and select a client.
Event - Click the button. In the Service Events dialog, search for and select an event.
Duration - Enter the number of minutes of availability required.

Click Search.

System result: The Search Results tab displays in the left pane with a list of available appointment times.

From the list of available appointments, click the Sched Appt link for the appropriate appointment.
In the Schedule Appointment dialog, review the information, make any necessary changes, and click Save.

Schedule a Service by Staff Member

Complete the following steps to schedule a service for a client associated with a specific staff member.

In the Calendar screen, in the left pane, under Select a staff, click the check box for applicable staff members.
In the upper-left corner, click Go.

System result: In the calendar pane, the staff member calendars are displayed.

Right-click an empty space on the calendar.

Note: If N/A is displayed on the calendar, the staff is unavailable during that time.

Click Schedule Appointment.
In the Schedule Appointment dialog, complete the following required fields:

Client - Click the button. In the People Search dialog, search for and select a client.
Event - Click the button. In the Service Events dialog, search for and select an event.

Click Save.

Schedule a Service on a Specific Date

Complete the following steps to schedule a service on a specific calendar date.

In the Calendar screen, in the left pane, under Select a Date, select a day from the calendars.

System result: The system displays the day you selected in the center Calendar screen.

Right-click an empty space on the calendar.

Note: If N/A is displayed on the calendar, the staff is unavailable during that time.

Click Schedule Appointment.
In the Schedule Appointment dialog, complete the following required fields:
Client - Click the button. In the People Search dialog, search for and select a client.
Event - Click the button. In the Service Events dialog, search for and select an event.
Click Save.