Setting an appointment limit to a client allows you to easily manage Medicare care plans or your own custom treatment packages without having to rely on your memory or notes to track how many sessions a client has remaining.

📝 You will need to add a Referrer to your clients file to set an appointment limit. 


Create an Appointment Limit

1. Select Appointments from the relevant Client File

2. In Appointment Limits, next to each Referrer in the App. Limit column, enter the number of appointments you would like to limit and click Save


📝 You may like to check out how to create an appointment alert to set a reminder or a note for when you next book in an appointment for your client

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