> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/appointments.md). # Appointments **Audience:** Super Admin, Admin, Supervisor, Clinician, Basic\ **Page type:** Overview\ **Status:** Draft\ **Owner:** Compassly Documentation Team\ **Last verified:** 2026-04-06 ## Purpose Use the **Appointments** section to manage appointment types in **Appointment library** and schedule, update, sign, export, and send client appointment reports in **Client appointments**. ## Before you start * You must be signed in to Compassly. * You must be able to open **Appointments** from the left navigation. * Some actions depend on appointment status. * Some actions depend on your role and may require password confirmation. ## What this section includes * **Appointment library** — create, review, update, and delete appointment types. * **Client appointments** — schedule and manage appointment records for clients. * **Appointment links** — open linked **Google Calendar** and **Google Meet** records when available. * **Exports and email** — export appointment PDFs and send appointment reports by email after selecting one or more appointments. ## How to get there 1. Sign in to Compassly. 2. In the left navigation, select **Appointments**. 3. Choose **Appointment library** or **Client appointments**. ## Role differences * **Super Admin:** Can manage all appointment workflows, including restricted delete actions that require password confirmation. * **Admin / Supervisor:** Can view appointment types, add and edit appointment types, and manage client appointments including add, edit, status change, reschedule, delete, email, export, and clone actions. * **Clinician:** Can view appointment types but cannot add, edit, or delete them. In client appointments, Clinicians can add, edit, change status, reschedule, delete, email, export, and clone appointments. * **Basic:** Can open **Client appointments** and work with existing appointments, including view, edit, status change, reschedule, unlock and edit signed appointments, and delete. Basic users cannot open **Appointment library**, add new appointments, email appointment reports, export PDFs, clone appointments, or download client appointment reports. ## What happens next * Start in **Appointment library** if you need to manage appointment types. * Start in **Client appointments** if you need to schedule or manage an appointment for a client. ## Related guides * [Appointment Library](/compassly-docs/core-modules/appointments/appointment-library.md) * [Client Appointments](/compassly-docs/core-modules/appointments/client-appointments.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://compassly.gitbook.io/compassly-docs/core-modules/appointments.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.