Calendar

Enhanced V2 Calendar for In-Home & Multi-Location Services
1. Client Address as Appointment Location • Automatically pull the client’s saved address (from contact record or custom field) into the appointment location. • Essential for in-home services, ensuring providers have the correct address inside their calendar event. 2. Add a Person / Guest to an Appointment • Option to add additional participants (e.g., couple, group, corporate). • Important for multi-person sessions where more than one client is tied to the same event. 3. Add the Same Service Multiple Times • Ability to select the same service repeatedly in one booking (e.g., 3 massages booked for a group of 3 people). • Reduces confusion and avoids creating duplicate separate appointments. 4. Sync Custom Fields into Calendar Appointments • Map custom fields (therapist requested, package type, mobility notes, etc.) directly into the V2 Calendar. • Display these fields in the calendar description for provider clarity. 5. Attach PDF of Completed Forms • Auto-attach a PDF copy of the intake/feedback form (with responses + mapped custom fields) inside the event description. • Keeps everything accessible in one place for the therapist or admin. 6. Payment Status Tracking in V2 Appointments • Manual toggle inside the event: Paid / Not Paid / Cancelled. • Ensures both the office team and the therapist can track financial status at a glance. 7. Taxes & Auto-Generated Invoices • Ability to apply regional tax rules during booking. • Auto-generate a PDF invoice when the client books, stored in the appointment and client record.
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