Add group appointment
Group appoitnments would be useful to reduce the numbger of clients added to an appointment. At present we are adding clients indivvidually and it gets messy. Adding a group appointment and adding the client to the group appointment would be nice. Also being able to select who attended then write notes for the group and all clients who attended have notes added to their file. It would also save time to have invoices generate automatically from the group appointment.
John
shared this idea
The toughest part of this is how the Client Notes are to be arranged. ie do we provide one set of notes per ‘Group’ for the appointment, or a seperate record for each Individual?
Any comments (from anyone) on how this would best be done would be welcome.
Also – invoicing – is the same amount to be charged per Client or are there exceptions?
1 comment
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Joseph
commented
I think the client should have a separate record as they may or may not attend certain group sessions. Or if you have multiple group sessions running at different times their schedule may not allow them to come to the same time. This would mean the ability to individually place clients in different sessions.
There could be exceptions to invoicing but we could create different products/product codes for each in the invoicing system.
