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:
  2. Select Appointment - Search next available appointment
  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: 


  9. Ensure you have the correct Active Client, Jim 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 mute SMS/Email Confirmations that are due to be sent by clicking on the "Mute" option:

  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? 

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