Creating Non-Billable Appointments

Modified on Thu, 6 Apr, 2023 at 1:48 PM

Please follow the instructions below to create non-billiable appointments that do not require a client when scheduling.


  1. First, you will need to go to Masters > Appointment Type and make sure that the appointment type you are using has the Client Required box unchecked:

  1. Once you save the appointment type, navigate back to the Scheduling tab and select an available date and time to schedule your non-billable appointment.

  2. You will now be able to leave the client name blank after selecting your non-billable appointment type 


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