Clients & scheduling

Scheduling and rescheduling sessions

Book appointments, set recurring sessions, reschedule one instance or a whole series, and handle cancellations and no-shows without auto-charging.

Create an appointment

Open a client record and choose New appointment. Pick a session type, duration, and time. Conflicts are flagged before you save.

Recurring sessions can be set to repeat weekly or biweekly. Editing one instance leaves the rest untouched unless you choose to update the series.

To move a session, open the appointment and choose Reschedule. The client portal updates right away so everyone sees the new time.

When you reschedule a recurring session, you decide whether to move just that instance or the whole series.

Mark a cancellation or no-show from the appointment menu. The change is reflected on the client timeline immediately.

EasyMindCare does not auto-charge for cancellations. Apply any cancellation policy manually through billing.

Send secure, time-limited portal invitations so clients can set up access, update intake details, and review appointments without sharing passwords.

Draft notes from built-in or custom templates with autosave, e-sign your work, and lock a note once finalized so later changes require an addendum.

Choose your practice time zone so appointment times on your dashboard and the client portal show the correct local time.