Calendar: recurring sessions and the room overview
A whole term of sessions in one click instead of adding the same time slot every week — plus a quick look at which room is actually free before you type in a collision.
Recurring sessions — click path
Section titled “Recurring sessions — click path”- Calendar → the green “+” button in the bottom-right corner.
- Step 1: Session type, time, and (if you have more than one room) room — Planote shows right away which rooms are free at that time.
- Step 2: Therapist — the list shows only people available at the chosen time.
- Step 3: Child / group — start typing a name to narrow the list.
- Step 4: Recurrence — pick “weekly” and set an end date (or a number of occurrences).
- Schedule session — the series appears in the calendar immediately, and shows up in future months too without adding it by hand.
In the month view the series is clearly visible as a repeating pattern (e.g. “every Friday”). Clicking a single session opens its details — from there you edit, cancel, or add a note for that specific appointment, without touching the rest of the series.
Tutaj pojawi się film: Recurring sessions in Planote — how to schedule repeating appointments
Nagranie w przygotowaniu — wraca w tym miejscu.
Room overview — click path
Section titled “Room overview — click path”- Menu → Room overview.
- Each room has its own timeline — you can immediately see who’s using which room and where the free windows are.
- Click a free slot — opens a new session with the room already selected, no re-typing.
Tutaj pojawi się film: Planote — room overview: who's using which room
Nagranie w przygotowaniu — wraca w tym miejscu.
Can I change the recurrence frequency after saving a series? Changing the frequency usually means ending the current series and starting a new one — easiest by editing a session and choosing the “this and following” scope.
What if I want to cancel just one session in a series, not the whole series? Click that specific session in the calendar and cancel only it — the rest of the series stays unchanged.
Why don’t I see a therapist on the list in step 2? The system only shows therapists available at the chosen time — check their working hours in their profile or change the time.