Booking sessions/events

in eggmed, it's essential to understand the difference between sessions and events to best manage your schedule sessions these are appointments set with clients, who will receive notifications and reminders about these meetings sessions are client centered and help keep both you and your clients on the same page events events are for personal or internal use they can be used to block off times for seminars, personal tasks, or meetings that don't require client involvement clients won’t be notified about these events, as they’re meant solely for organizing your calendar creating sessions go to the schedule tab click on the create button in the bottom right corner, then choose session from the options alternatively, you can click directly on the desired time slot on your calendar to start creating a session once you choose to create a session , a slide out panel appears for detailed session setup 1\ choose a client select an existing client from the dropdown or add a new client if needed by clicking the button add client 2\ select service and location choose the appropriate service from your predefined options for more details on how to manage services, check the practice settings article specify if the session will be online or in person online session when selecting the online option, choose whether the session will be held via zoom or eggmed telehealth if you choose eggmed , your client will receive their login credentials automatically by email and can join through their eggmed client account if you select zoom , simply paste the session link so your client can access it directly in person session the session is conducted face to face at your location 3\ require prepayment if you want clients to pay the session fee upfront, select the require prepayment option important to activate the require prepayment feature, make sure your payout method is set up in eggmed for step by step instructions, check our payment settings article ‍ 4 select date and time choose the session’s date and time the dropdown will only display available time slots based on your working hours and any existing sessions or events to avoid scheduling conflicts learn more about managing conflicts and working hours 5\ set frequency for recurring sessions you can create recurring sessions, a helpful feature if you meet clients on a regular basis (e g , weekly or monthly) you can set up sessions to repeat daily , weekly , monthly or at custom intervals ‍for example, you could schedule a session every tuesday at 3 pm or every first monday of the month this setting reduces the hassle of creating identical sessions one by one 6\ add tags and notes to better organize sessions, add relevant tags (e g , "follow up" or "consultation") and any notes for context or preparation creating events to create an event on your eggmed calendar, follow these steps navigate to the bottom right corner of the schedule tab click on the create button and select event from the options once you select event , a slide out panel appears with event customization options 1\ availability checkbox check this box if you want to block off this time so that no new sessions can be scheduled during the event this option is especially useful for personal or internal events, ensuring uninterrupted time on your calendar 2\ event name enter a descriptive name for the event (e g , "team meeting," "personal appointment") ‍ 3 date and time specify the event's start and end date and time 4\ select location select the location of your event either in person or online if it's online , choose between zoom or eggmed 5 add participants add participants to your event using the dropdown list, you can choose from your clients or team members 6 set frequency if the event repeats on a regular schedule (e g , daily , weekly , monthly ) and you can set up recurrence options and customize the frequency and end date to fit your needs 7 add notes finally, add any relevant notes or details about the event for context ‍