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Book and move appointments

Run your day from the calendar on your phone.

Table of Contents

The app opens on the day view, with one column per staff member. Use Today and the arrows to change day, and Filters to narrow the view to one person or service.

Book an appointment

  • Tap an empty slot in a staff column, or tap +.

  • Choose the Location and Service.

  • Under Client, use Find client to search, or Walk-in if the patient has no record.

  • Add a Note if needed and tap Book appointment.

If the time clashes, the app says so and nothing is booked.

Move or cancel

  • Long-press a booking and drag it to a new time or staff member, then confirm the change.

  • Tap a booking to mark its status as it progresses, or tap Cancel… and give a reason.

Working offline

Without signal the app shows the last saved days as read-only, and moving bookings is off until you reconnect.

Up next

Next, read Check out a patient.