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Add Upcoming Appointments to the Bottom of Printed and Emailed Receipts

To add upcoming appointments to the bottom of a patient’s receipt, select the appointment that you like to arrive from the schedule, and hit Arrive. The appointment will turn green in the schedule.

From there, next to the pay button there’s a drop-down arrow. Give that a click, and select Print Receipt(Options).

This will open a new window with the receipt that you can print or turn into a PDF to email to your patient from the email program on your device.

At the top left of the receipt, ensure that Upcoming Appointments: On is enabled.

The setting is device-specific so all upcoming appointments should now be listed at the bottom of the receipts generated from the device you’re using.

Now you can go ahead and take payment for this appointment and email or print the receipt for this client with upcoming appointments listed at the bottom!

Bonus Tip: Emailing Just Upcoming Appointments Directly from Jane

Just want to email upcoming appointments directly from Jane?

Head into the patient’s profile and click on the Email button on the right-hand side in the Upcoming Appointments area. You can even add a personalized message if you like!

You can learn more about sharing Past and Upcoming Appointments with patients in our Printing Upcoming or Past Appointments guide.