To book an appointment when you are in List view:
- Select Create at the top of the page:
- Select Appointment - Search next available appointment
- The New Appointment page will open:
- Select a date range when you would like the appointment to take place
- Select what type of appointment you would like to book - > How do I add an Appointment Type?
- If applicable, modify the duration of the appointment, specify which clinician is providing treatment and the location that you'd like the appointment to take place
- Select "Find Next Available Appointment" to see a list of available appointments:
- Select the appointment you wish to book by clicking the green Select button:
- Ensure you have the correct Active Client, John Appleseed in this example - How can I switch between patients?
- You have the option make this a recurring appointment by changing the Recurrence and Until boxes
- You can also modify what SMS/Email Confirmations are due to be sent by clicking on the green tick to cancel the scheduled send:
- Select Save
- You will now see this appointment in your diary as well as in List View
Need More Help?
We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.