How do I book an Appointment when I'm in "List" view?

To book an appointment when you are in List view:

  1. Select Create at the top of the page:
    Image_2018-08-07_at_3.21.55_pm.png
  2. Select Appointment - Search next available appointment
    Image_2018-08-07_at_3.19.42_pm.png
  3. The New Appointment page will open: Image_2018-08-07_at_3.40.31_pm.png
  4. Select a date range when you would like the appointment to take place
  5. Select what type of appointment you would like to book - > How do I add an Appointment Type?
  6. 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 
  7. Select "Find Next Available Appointment" to see a list of available appointments: Image_2018-08-07_at_3.25.35_pm.png
  8. Select the appointment you wish to book by clicking the green Select button: Image_2018-08-07_at_3.27.16_pm.png
  9. Ensure you have the correct Active Client, John Appleseed in this example - How can I switch between patients?
  10. You have the option make this a recurring appointment by changing the Recurrence and Until boxes
  11. You can also modify what SMS/Email Confirmations are due to be sent by clicking on the green tick to cancel the scheduled send:

    Image_2018-08-07_at_3.30.58_pm.png
  12. Select Save
  13. You will now see this appointment in your diary as well as in List View 

Related Articles:

How do I turn on SMS Confirmations/Reminders for appointments?

How do I turn on Email Confirmation/Reminders for appointments?

How do I delete a single instance of a recurring appointment? 

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.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk