Create an appointment

Book a time with a professional for a client or patient.

Before you begin

• The organization time zone must be set. Without it, the calendar shows "Time zone required".
• The professional's agenda must be open. You can always book in your own agenda, even when it is closed.
• To book for a patient, register the patient first.

Steps

1. In the left menu, click Calendar. The team's day schedule opens, with one column per professional.
2. Click an empty time in the professional's column. The New appointment panel opens on the side.
3. Under Client or patient, search by name and select the patient or the client.
4. Under Service, choose the type of appointment.
5. Under Appointment time, pick one of the free times. To type a different time, click Other time.
6. Click Schedule at followed by the time you chose.

Done

The appointment appears in the professional's column, at the time you chose. The title is filled in automatically with the service and the patient's name. To change it or add notes, open More options before saving.

If something goes wrong

• "This professional's agenda is closed": the professional is not taking appointments. Ask them to open the agenda, or choose another professional.
• "No free times on this day": use the arrows next to the date to try another day, or click Other time.
• The button reads "Choose a time": you have not picked a time yet (step 5).