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Booking an Appointment (Staff)

Note: These instructions are for clinic staff. Patients can learn how to book their own appointments here.

Front-desk staff and practitioners can create an appointment by going to the Schedule view, and clicking on an available time on the desired day.

  • Start the process by clicking on a start time in the schedule.

The New Appointment pane will slide out on the right where you can specify the patient, the treatment and add notes. When you’re done, click “Book Appointment”.

Sometimes it’s nice to select a treatment first under the staff member in the list on the left, and then when you click a start time in the schedule, the treatment is already selected and the appointment shows the correct duration.