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Scheduling for Therapists and Healthcare

Best practices for healthcare scheduling

Healthcare scheduling requires extra consideration for privacy and patient care.

Privacy Considerations

Booking Type Names

Keep booking type names generic:

  • Good: "Appointment", "Session", "Consultation"

  • Avoid: "Therapy Session", "Mental Health Consult"

This protects client privacy in calendar invites and emails.

Recommended Setup

Booking Types

Initial Consultation (60-90 min)

  • For new clients

  • Longer duration for assessment

Regular Session (45-50 min)

  • Standard appointment

  • "Therapy hour" standard

Brief Check-in (20-30 min)

  • Follow-ups

  • Quick reviews

Settings

  • Minimum notice: 24-48 hours

  • Buffer times: 10-15 min (for notes)

  • Max advance: 60-90 days (recurring clients)

  • Cancellation policy: Clear 24-hour policy

Managing Recurring Clients

For weekly clients:

  • Block recurring time in your calendar

  • Same slot each week

  • Reduces no-shows through routine

Self-Care Reminders

  • Block lunch breaks

  • Include admin time for notes

  • Don't overbook to accommodate clients

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