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.
Client-requested session times
Portal clients can pick a date, choose one of the open times from your business hours, and send it to you as a request.
Requests appear in the client record under Portal Session Requests. Approve one and it is booked directly on your calendar; decline it to point the client to another time.
Nothing is added to your calendar until you approve. Requests for a time that has already passed are closed automatically.
Rescheduling
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.
Cancellations and no-shows
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.
Related guides
Inviting clients to the client portal
Send secure, time-limited portal invitations so clients can set up access, update intake details, and review appointments without sharing passwords.
Writing and signing clinical notes
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.
Setting your time zone
Choose your practice time zone so appointment times on your dashboard and the client portal show the correct local time.