> 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/client-appointments/add-appointment.md).

# Add Appointment

**Audience:** Super Admin, Admin, Supervisor, Clinician \[VERIFY: confirm exact roles that can add appointments]\
**Page type:** Task guide\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-04-06

## Purpose

Use this page to schedule a new appointment for a client.

## Before you start

* You must be signed in to Compassly.
* You must be on **Appointments** > **Client appointments**.
* You should know the client, team member, appointment type, date, time, and session format you need.
* For onsite appointments, you need a valid address.
* For recurring appointments, you need the recurrence pattern and end date.

## Required fields

* **Client**
* **Team member**
* **Appointment type**
* **Date**
* **Start time**
* **End time**
* **Time zone**
* **Recurrence**
* **Session format**
* **Address** for onsite appointments

## Optional fields

* **Notes**
* **Video conference**
* **Attendees**
* **Guests**
* **Add team member** under **Guests**

## Important

* **Onsite** appointments require an address.
* **Online** appointments do not show the address field and can generate meeting links after the appointment is created.
* **Appointment links** are generated after you create the appointment.
* The **Attendees** section stays disabled until a client is selected.
* You can add extra guest emails and extra team members in **Guests (optional)**.
* Typing in **Address** opens an autocomplete list when the entry is long enough. If nothing matches, Compassly shows **No results found**.
* Manual time entry is supported. For example, entering `2P` resolves to `02:00 PM`.
* If the new appointment overlaps an existing appointment, Compassly shows **Appointment overlap detected** before saving.

## Role differences

* **Super Admin / Admin / Supervisor / Clinician:** \[VERIFY: confirm which of these roles can create appointments.]
* **Basic:** \[VERIFY: confirm whether Basic can create appointments.]

## How to get there

1. Open **Appointments**.
2. Select **Client appointments**.
3. Click the **+** button in the upper-right corner.

## Steps

1. Select a value in **Client**.
2. Select a value in **Team member**.
3. Select a value in **Appointment type**.
4. Review **Specialty type** if it auto-fills.
5. Select the **Date**.
6. Enter **Start time** and **End time**.
7. Select the **Time zone**.
8. Select **Does not repeat** in **Recurrence** or open the recurrence workflow if the appointment repeats.
9. In **Session format**, choose **Onsite** or **Online**.
10. If you selected **Onsite**, enter an address in **Address** and choose a suggestion if needed.
11. If you selected **Online**, turn on **Video conference** if a meeting link should be created.
12. Review the **Attendees** section and turn attendee toggles on or off as needed.
13. Use **Add guest** or **Add team member** if you need extra recipients.
14. Enter **Notes** if needed.
15. Click **Apply**.

## What happens next

* The appointment appears in **Client appointments**.
* **Google Calendar** and **Google Meet** links become available after creation when applicable.
* If the appointment is recurring, Compassly schedules the additional occurrences based on the recurrence settings.

## Related guides

* [View Client Appointments](/compassly-docs/core-modules/appointments/client-appointments/view-client-appointments.md)
* [Edit Appointment](/compassly-docs/core-modules/appointments/client-appointments/edit-appointment.md)
* [Appointment Overlap Detected](/compassly-docs/core-modules/appointments/client-appointments/appointment-overlap-detected.md)
* [Change Appointment Status](/compassly-docs/core-modules/appointments/client-appointments/change-appointment-status.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/client-appointments/add-appointment.md?ask=<question>&goal=<endgoal>
```

`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.