Joan is Online JoanWeissMFT.com (website) ( ) Dear Clients:

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1 Joan M. Weiss, M.S., M.F.T 3675 Greenhill Rd. Pasadena, CA (626) California license MFC Joan is Online JoanWeissMFT.com (website) ( ) Dear Clients: In an effort to better serve you, I have set up a website from which you can see my schedule and make, change, or cancel appointments online. You can also use the scheduler at any time to confirm the date/time of any appointments you ve already made. Of course, those who prefer to book directly with me in person or via phone will be able to do that, as well. If you book with me, your appointment will be entered into the online system, and you can always use the electronic system to check or change an appointment. The website is at And please note that I have a NEW ADDRESS. To assure reaching me promptly by , please use joan@joanweissmft.com. To make, change, or cancel an appointment, click here, then follow the directions on the attached pages. You will receive an confirmation of all appointments (new, changed, or canceled). You will also receive an reminder the day before an appointment. The electronic system will not accept same-day appointments.

2 Joan M. Weiss, M.S., M.F.T 3675 Greenhill Rd. Pasadena, CA (626) California license MFC Using the Online Appointment Scheduler The online scheduler is very easy to use. It allows you to see what appointments are available, then book online, at your convenience. You can also cancel or change appointments online. Access the scheduler by going to my website ( and clicking on the Make/cancel an appointment link, which appears on every page. My website and the scheduler can be used with any modern browser, on either a Mac or a PC. 1. You will be asked to log in. I will give you your username. Your initial password is joan, which should be changed as soon as possible by telling me what you want the password to be. Your account must be set up by me before you can log on for the first time. 2. Notice that when you log on, any existing appointments are shown in the lower right hand corner. This is also where you go to cancel an appointment.

3 3. The first step in making an appointment is to click on the Select Type of Session window, and choose whether you are booking an individual or couples session, and the length of the session. I normally see individuals for one hour, and couples for an hour-and-a-half. 4. Then click on the date you want to book an appointment. Dates in white are available. Dates in light gray are past, and dates in dark gray are either already fully booked, weekends, holidays, or days when I will not be available due to vacation, continuing education, or personal commitments. The scheduler will not permit you to book a same-day appointment.

4 5. As soon as you click on a date, that day s schedule is displayed. Gray indicates an unavailable time. Times in white are available. To select the time at which you wish your appointment to start, click on the the white box next to that time. The scheduler will not let you select a start time where there isn t enough available time for the length of appointment you re requesting. 6. You will receive an immediate confirmation of the appointment details. If the time or date isn t what you intended, use your browser s back button to select another time or date. You are welcome to enter any message to me under special instructions.

5 7. You will receive an confirmation of your appointment. The address entered when your account was created is already in this box, but you can add additional or alternate addresses if you want confirmations and reminders to go elsewhere. 8. After checking to make sure the information is correct, you must press the Finalize Appointment button to create the appointment.

6 9. You will receive an immediate on-screen confirmation that the appointment has been made. You can opt for a printer-friendly version, if you want a hard copy, or print the confirming which you will receive within a few minutes. 10. Notice that the appointment has immediately been added to your list of existing appointments.

7 11. Unless you wish to book another appointment, you can return to my main website by clicking on this link. 12. You will receive an confirming the appointment, as well as a reminder the day before the appointment. Cancellations will also be confirmed by .

8 13. To CANCEL an appointment, click on cancel appointment 14. Click the appropriate button to cancel. 15. You will receive immediate on-screen confirmation, as well as an . If you wish to re-book, simply start the normal appointment process over by selecting an appointment type, date, and time.

9 16. For those of you who use Microsoft Outlook, you can click here (or on a similar link in your confirming ) and the scheduler will export a file you can drop on Outlook to automatically enter your appointment information in your personal calendar. I hope the online scheduling capability will enable you to more easily and quickly book or cancel appointments, since it will eliminate the phone tag issue. If you have any questions or problems, please let me know. Joan