Book an appointment
Manage the pastoral diary: interviews, prayer, follow-ups, without back-and-forth messages.
The Appointments module manages the pastoral diary: interviews, prayer, follow-ups. It avoids the back-and-forth of messages to find a slot and keeps a clear record of each meeting.
Create an appointment
- Open Appointments, then New appointment.
- Choose the person, the date and the time.
- Add the reason and a confidential note if needed.
Tip: note the reason when you book. On the day, you know what it's about without having to remember.
Offer slots
Rather than exchanging messages, you can open available slots: the person picks the one that suits them, and the appointment sets itself.
Note: pastoral exchanges are sensitive. An appointment's notes stay confidential and are only visible to authorised people.
Follow your appointments
Your diary gathers your upcoming appointments. A reminder can be sent to limit no-shows, on your side and the person's.
Going further
- Send a reminder before the appointment.
- Link a follow-up to a member's journey.
- Find the history of meetings.