The calendar is where most of your day-to-day scheduling happens in Tacklit. This article covers how to create new bookings, reschedule existing appointments, and cancel when needed. It also covers the quick actions available directly from a calendar entry.

1. Click on an available time slot in the calendar, or use the New Booking button.

2. Select the client. Start typing their name and Tacklit will search across your client list. If the client does not exist yet, you can create a new profile from here.

3. Choose the appointment type. This determines the session duration, delivery mode, and billing rules. Only appointment types assigned to the selected practitioner will appear.

4. Confirm the date, time, and delivery mode (in-person or telehealth). If the appointment type supports both, you can choose which applies to this specific session.

5. Add any optional notes (these are internal scheduling notes, not clinical notes).

6. Click Save. The appointment is now booked and the client will receive a confirmation notification based on your service's notification settings.

1. Click on the existing appointment in the calendar to open the booking details.

2. Click Reschedule.

3. Select a new date and time. The calendar will show practitioner availability so you can pick an open slot.

4. Confirm the change. The client will receive an updated notification with the new appointment details.

Rescheduling preserves the original booking record, so you maintain a history of changes for audit purposes.

1. Click on the appointment in the calendar to open the booking details.

2. Click Cancel.

3. Select a cancellation reason. This is recorded against the booking and is useful for tracking patterns (e.g., high cancellation rates for a particular client or time slot).

4. Choose whether to notify the client of the cancellation. In most cases you will want this enabled, but if the client initiated the cancellation themselves, you may choose to skip the notification.

5. Confirm. The time slot is freed up and the appointment is recorded as cancelled (not deleted), maintaining your scheduling history.

When you click on a booked appointment in the calendar, the booking detail panel gives you quick access to several useful actions beyond rescheduling and cancelling:

View client profile. Jump directly to the client's full profile, including their clinical records, assessments, and contact details.

Access contact details. See the client's phone number and email without needing to open their full profile. Useful for quick calls or follow-ups.

Start a telehealth session. If the appointment is set to telehealth, the video call button is available directly from the calendar entry.

Mark attendance. Confirm whether the client attended, did not attend (DNA), or cancelled late. This feeds into reporting and can trigger follow-up workflows, particularly for at-risk clients.

Create a case note. Start writing your session note directly from the appointment. This links the note to the correct session, date, and client automatically.

If you frequently book the same client at the same time each week, consider using the recurring bookings feature instead of creating individual appointments. See the article on Creating recurring sessions for details.

When a client does not attend, always record the DNA rather than simply deleting the appointment. This maintains accurate records and, for at-risk clients, triggers appropriate follow-up processes.