Appointments in Strive DB arenât just calendar eventsâtheyâre the backbone of scheduling, documenting services, and staying compliant with your organizationâs workflow. Whether itâs 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.
đ§ Accessing the Appointment Scheduler
There are two main ways to schedule a new appointment in Strive DB:
- From the top convenience bar, click âScheduleâ â available from anywhere in the system
- From a clientâs profile, click âSchedule Appointmentâ to auto-fill that client into the form
đĄ Starting from a clientâs profile saves time and avoids duplicate searching.
đ Setting Appointment Details
At the top of the appointment form, you’ll configure the key details:
- Duration â Choose how long the session will be
- Type â Individual or group appointment
- Status â Tentative, confirmed, cancelled, etc.
- Provider â Defaults to you, but can be reassigned to another staff member

â Keeping appointment statuses updated helps other team members know whatâs coming up.
đ 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 donât accidentally double-book
Once you find the right slot, click it and continue.

đ Adding Location & Notes
Next, include optional but helpful context:
- Location â e.g., “Zoom”, “Room 2”, or “Off-site”
- Note â Any notes you want visible to team members viewing the appointment
đŸ Saving the Appointment
Once everythingâs filled out, click Save.
Youâll be taken directly to the appointmentâs detail page, where you can:
- Review or edit the info
- Add session notes
- Start follow-up tasks right away

đ Managing Appointments After Creation
Once the appointment has occurredâor notâyouâll want to log the outcome. From the appointmentâs 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
đ§ This workflow ensures your services are recorded accurately and quickly tie into reports and grant tracking.
đ 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

đ Linking Appointments to Case Work
Appointments automatically connect to:
- Client profiles â full appointment history and documentation
- Staff/provider records
- Service logs â when tied to session forms
- Reporting â all outcomes and durations feed into organizational data
This means nothing gets lost and everything you log stays tied to the broader support picture.
đ§ Final Thoughts
Appointments in Strive DB arenât just boxes on a calendarâtheyâre fully integrated records of service. They help you track what happened, stay on schedule, and document the critical work youâre doing.
đŹ Need help setting up availability or figuring out provider scheduling? Reach out to supportâweâve got your back.