Autopilot and Today Schedule

If you're looking for a simple, easy heads-up view of your calendar items and common tasks, look no further!

The Today and Auto-Pilot views give you an overview of the day on a screen designed to be able to have up while in sessions.

To take advantage of this feature as a therapist, click Today (left menu).

Today View

This view gives you a look at your daily schedule with client initials for privacy.

⚠️ Note: Clicking on an appointment or meeting will allow you to view the details of that particular calendar item like in the screenshot below:

Need to review a different day? Click on the day / date to reveal a calendar dropdown where you can select another day:

Clicking on either Auto-Pilot button while in the today view will bring you to the Auto-Pilot view:

This brings you to Auto-Pilot, highlighted below:

Once in Auto-Pilot, you'll be given the time and your unread messages link on the left hand side, along with your calendar items on the right side.
Click any of the circles beneath the text on the right side to show your calendar items.
Clicking on the first circle reveals the first item on the schedule today:

This gives you details like the client initials, appointment start/end time, and further quick options like: