Calendar & appointments

Guides in Calendar & appointments

• CalendarPage overviewYour appointment diary in day, week and month views, with drag to reschedule and blocked time.
• Today's QueuePage overviewA live view of today's appointments, for moving patients from arrived to completed.
• WaitlistPage overviewKeep a list of patients who want an earlier slot, and offer them one when it opens.
• Book an appointmentBook a patient in from the calendar with the right service, practitioner and room.
• Check in a patientMark a patient as arrived, then in progress and completed as their visit goes on.
• Add someone to the waitlistAdd a patient with their preferred service and days, ready for the next free slot.
• What appointment status should I use?Which status to choose, from confirmed and arrived to cancelled and no-show.

Also useful

Guides from other collections that cover this too.

• Staff Shifts & Time OffPage overviewPlan who is working each week, and record holidays and time off.

More collections

Also under “Day to day”.