Appointments

Using different calendar views, creating, editing & cancelling appointments and much more

24 articles in this collection
Written by Jessica Magri and Charlotte Tidd

Overview of appointments

Your calendar at a glance; how to change calendar views, add appointments manually and much more

Written by Jessica Magri
Updated over a week ago

New Features

Clinic view

How to view all bookings in a single view

Written by Charlotte Tidd
Updated over a week ago

Next Available Time Slot

How to search for the next available time slot in the appointment calendar when making a booking

Written by Charlotte Tidd
Updated over a week ago

Bookings

Creating new patient bookings, adding one-off availability or out of office hours

Creating different types of new bookings in your calendar

Written by Jessica Magri
Updated over a week ago

How do you change an appointment time?

How to reschedule an appointment

Written by Jessica Magri
Updated over a week ago

Moving appointments to other practitioners or locations

How to bulk transfer appointments from one practitioner or location to another

Written by Jessica Magri
Updated over a week ago

Booking an appointment again

Re-booking an appointment

Written by Jessica Magri
Updated over a week ago

Calendar view

Calendar view options

Using different views in your calendar

Written by Jessica Magri
Updated over a week ago

Customising your calendar

Setting up your calendar availability to reflect your location business hours and your working hours as a practitioner

Written by Jessica Magri
Updated over a week ago

Calendar scroll

Easily scrolling through your calendar to see patient appointments more clearly

Written by Jessica Magri
Updated over a week ago

Why are your appointments looking squashed in your calendar?

Adjusting your appointment view in your calendar

Written by Jessica Magri
Updated over a week ago

Appointment types

How do you set appointment types?

Setting different appointment types

Written by Jessica Magri
Updated over a week ago

I've created a new appointment type. Why is it not appearing as an option to book?

Steps to ensure your new bookable products appear in manual bookings and online bookings

Written by Charlotte Tidd
Updated over a week ago

Appointment confirmations and reminders

Booking reference number

How to add a booking reference number to appointment confirmation and reminder emails

Written by Charlotte Tidd
Updated over a week ago

Emailing an appointment

How to re-send an appointment confirmation email

Written by Jessica Magri
Updated over a week ago

Appointment confirmation emails and reminders

Everything you need to know about appointment confirmation emails & reminders

Written by Jessica Magri
Updated over a week ago

Booking Cancellations

How do you cancel an appointment?

Cancelling an appointment

Written by Jessica Magri
Updated over a week ago

How do I see which patient has cancelled their booking?

Seeing which patients have cancelled their booking online

Written by Charlotte Tidd
Updated over a week ago

Adding a cancellation reason when cancelling a booking

Keep a record of why your patients cancelled their appointments

Written by Jessica Magri
Updated over a week ago

Other Features

Clinic lists

How to generate a custom clinic list to send or print

Written by Jessica Magri
Updated over a week ago

Recording your patients' journey

Record whether or not your patients have attended their appointment, how long they've been in the waiting room and their departure.

Written by Jessica Magri
Updated over a week ago

Create an invoice from an appointment and mark the appointment as billed

Directly pull invoices from appointments and mark those appointments as billed

Written by Jessica Magri
Updated over a week ago

Writing consultation notes directly from a calendar appointment

Creating a new appointment

Written by Jessica Magri
Updated over a week ago

Confirming an appointment with a patient

You may wish to confirm certain appointments with patients

Written by Jessica Magri
Updated over a week ago