Managing your calendar

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This article contains information that is helpful for Headway providers. If you are a client and have questions, check out our support articles for clients!

 

 

How do I use the Sigmund calendar?

Once you set your weekly working hours in Sigmund (the provider portal), we'll display availability for new client bookings around your schedule! You will have availability, based on the open spots in your calendar in which we are able to display openings to prospective clients.

Aside from the unavailable hours we automatically pull from any external calendar(s), you can also set other specific blocks of time directly in your Headway calendar. You have the option to either add sessions, phone consultations, unavailability blocks, or update your working hours.

 

How do I manage my calendar availability?

Set your weekly working hours in Sigmund (the provider portal) so new clients can book with you. We'll display availability for new client bookings around your schedule.

  Providers with a range of working hours (ex. MWF 9-6 ,TT 10-5) are 4x more likely to receive a referral.

You can always adjust your working hours by clicking "Edit" and entering your new Start/End time. You can also turn off availability for new bookings on specific day(s) by turning off the "Available for booking" toggle.

If you haven’t already done so, be sure to sync your external calendar(s). Headway will automatically remove availability that conflicts with your external events so you won’t be double-booked.

Aside from the unavailable hours we will automatically pull from your external calendar(s), you can also set specific unavailable hours directly in your Headway calendar. Click "Add," then select "Unavailability." From there, you can input the details of your unavailable time slot.

 

How do I add openings to my calendar?

We base your openings around what hours you generally work—i.e. the earliest and latest each day you’d be able to see a client. Set your working hours to add openings to your calendar!

 

How do I add individual appointments to my calendar?

Once you've added a client to your roster, go to your calendar page and follow the below instructions:

  1. Click "Add" in the top left.
  2. Choose from session or phone consultation. You'll be able to enter the relevant details right in that window.
  3. If this is an individual appointment that won't be repeating, leave the "Recurrence" selection as "Does not repeat".
  4. Click "Save" to put the session on your calendar. The client will receive an email update.

 

How do I add repeat appointments to my calendar?

Once you've added a client to your roster, go to your calendar page and follow the below instructions:

  1. Click "Add" in the top left.
  2. Choose from session or phone consultation. You'll be able to enter the relevant details right in that window.
  3. Select the frequency of the appointment in the dropdown under "Recurrence". This will allow you to set recurring appointments, whether they repeat every week or every other week.
  4. Click "Save" to put the session on your calendar. The client will receive an email update.

 

What if my availability changes weekly?

If your schedule changes often, set working hours that most commonly reflect your schedule. You can also easily move events on your calendar around by clicking and dragging them.

Instead of going in to add sporadic openings, you can add “unavailability” blocks, after you have confirmed your working hours. To do so:

  1. Go into your Calendar and click the "Add" button on the upper left-hand corner
  2. From there, you will have the option to either add sessions, phone consultations, unavailability blocks, or update your working hours.
  3. The "add opening" option is no longer available because it is now automatically added when you edit your working hours.
  4. You are able to add "Unavailable" slots during any of those open blocks and manually edit the open hours that way

 

 

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