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How to Use the Client Scheduling Tab

Expected Outcomes:

After completing this article, you should be able to navigate to and use the Client Live View to see client schedules and appointment details.

Purpose/Short Description:

This article guides counseling team members on how to use the Client Live View in the CTA to see client schedules and filter by key criteria.

Tags:

CTA, Counseling, Clinician, Scheduling, Client, Provider Portal, Live View

Audience:

Counseling Team

1. Accessing the Client Live View

  1. Navigate to the Schedule Tab:

    • In the CTA, click the calendar icon in the left-hand navigation menu.

       

  2. Go to Client Live View:

    • Click on the "Client Live View" tab at the top of the schedule.

       

2. Filtering and Viewing Client Schedules

  1. View Client Schedules:

    • The schedules for your clients will be displayed on the right-hand side of the screen.

    • You can click on individual appointments to see more details.

       

  2. Filter the View:

    • You can refine the client schedules displayed by using the filters for Providers, Time Zone, and Last completed Appointment.

       

Relevant Links

  • Understanding Appointment Types: This article explains the color coding of different appointment types. [Link: http://23611777.hs-sites.com/migration/knowledge/understanding-appointment-types-in-cta?hs_preview=aKxPBOyl-193684531762]