This custom system, built with Airtable and Noloco, makes it easy for specialists to manage their schedules, client relationships, and tasks in one place.

Manage Clients in One Place

All client details are stored in a single, easy-to-access record. Specialists can quickly view:

• Contact information
• Assigned specialists
• Client status (Active, Inactive, or Discharged)
• School and family details

Client Details:

Client List:

Custom Appointment Scheduling

Specialists submit availability, and appointments are booked directly in the system. Each appointment shows:

• Date and time
• Session length
• Assigned specialist
• Space for notes so that client progress can be tracked over time
• Client Details

Appointments are organized by week, making it easy to see who’s scheduled and when.

Appointment Details:

Weekly Appointment Schedule:

Track Appointment Notes & History

Every appointment can include notes, ensuring continuity of care. Specialists can review a client’s full appointment history at any time.

Client Appointment History:

Stay on Top of Tasks

Tasks can be assigned and tracked for each client, so no follow-up gets missed. This helps specialists stay accountable and organized.

Client Tasks:

Why Clients Love This System

• Efficient custom scheduling: Book and manage appointments with a custom calendar based on submitted availability.
• All-in-one records: Every client’s details, tasks, and history in one place.

Improved accountability: Notes and tasks ensure nothing falls through the cracks.