📅 Managing Appointments in Strive DB

Appointments in Strive DB aren’t just calendar events—they’re the backbone of scheduling, documenting services, and staying compliant with your organization’s workflow. Whether it’s a counseling session, advocacy check-in, or group meeting, the appointment system helps you handle it quickly and cleanly.

This post walks through how to create, manage, and follow up on appointments, based on the training video.

🧭 Accessing the Appointment Scheduler

There are two main ways to schedule a new appointment in Strive DB:

From the top convenience bar, click “Schedule” — available from anywhere in the system
From a client’s profile, click “Schedule Appointment” to auto-fill that client into the form

💡 Starting from a client’s profile saves time and avoids duplicate searching.

📝 Setting Appointment Details

At the top of the appointment form, you’ll configure the key details:

Duration – Choose how long the session will be
Type – Individual or group appointment
Status – Tentative, confirmed, cancelled, etc.
Provider – Defaults to you, but can be reassigned to another staff member

✅ Keeping appointment statuses updated helps other team members know what’s coming up.

📆 Selecting a Date and Time

Use the built-in calendar widget to find available times. It shows:

Which days have openings (based on your availability settings)
Time slots on a selected day
Real-time updates so you don’t accidentally double-book

Once you find the right slot, click it and continue.

📍 Adding Location & Notes

Next, include optional but helpful context:

Location – e.g., “Zoom”, “Room 2”, or “Off-site”
Note – Any notes you want visible to team members viewing the appointment

💾 Saving the Appointment

Once everything’s filled out, click Save.

You’ll be taken directly to the appointment’s detail page, where you can:

Review or edit the info
Add session notes
Start follow-up tasks right away

🔁 Managing Appointments After Creation

Once the appointment has occurred—or not—you’ll want to log the outcome. From the appointment’s page, you can:

Mark attendance status (e.g., Attended, Late, No-show)
Add a Follow-Up Reminder
Attach a Counseling Session, often using a session-specific form
Edit/reschedule the appointment as needed

🧠 This workflow ensures your services are recorded accurately and quickly tie into reports and grant tracking.

🔍 Viewing Appointments

From the Appointments tab, you can:

View daily or weekly schedules
Filter by staff member, client, or service type
Switch between list view and calendar view
Jump to a date or scroll ahead for upcoming work

📎 Linking Appointments to Case Work

Appointments automatically connect to:

Client profiles – full appointment history and documentation
Staff/provider records
Service logs – when tied to session forms
Reporting – all outcomes and durations feed into organizational data

This means nothing gets lost and everything you log stays tied to the broader support picture.

🧠 Final Thoughts

Appointments in Strive DB aren’t just boxes on a calendar—they’re fully integrated records of service. They help you track what happened, stay on schedule, and document the critical work you’re doing.

💬 Need help setting up availability or figuring out provider scheduling? Reach out to support—we’ve got your back.