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Use the booking panel

Choose the patient, services, team member, time and room from one panel beside the calendar.

Table of Contents

Click a free time in a staff column. A draft card appears on the calendar, and the Create new appointment panel opens beside it with Appointment, Class and blockout tabs.

  • Under Client, find the patient or add a new one. Their spend, visits and review score appear so you know who you're booking.

  • Add one or more services with Add Another Service.

  • Check the staff member, start time, duration and room.

  • Choose which messages to send.

  • Click Book.

You can switch dates or scroll the calendar while the panel is open. Cancelling the panel removes the draft.

Up next

Next, read Let Sovica pick a free room or equipment.