Book an appointment
Click a free slot, pick a patient and a service.
Click an empty slot in a staff column. The Create new appointment panel opens beside the calendar with that staff member and start time already filled in.
Fill in the booking
Search in Select Client, or choose + Add new client if this is a new patient.
Click Select Service and pick from the list. Duration and Total fill in from the service.
Check Room, which appears once a service is chosen and starts on the room from the shift.
Add anything the team should know under NOTES.
Under NOTIFICATIONS, choose which messages the patient receives.
Finish
Click Book Appointment. The panel closes and a card appears in the slot showing the patient, the service and Status: Waiting.
Need to check something first? Click the panel header to minimise it, then click the dock to bring it back. Closing it with × discards the booking without asking.
Up next
Next, read Repeat an appointment.