Advice and answers from the coreplus Team

Search results for:appointment search function

Appointment Search Function

Enabling the appointment search function for all future bookings… Use the appointment search function manually… Appointment Search Auto-Open set to enable Alternatively, it is possible to use this function

Manage your availability

The appointment search function quickly finds available slots in a practitioners calendar, based on their… Client Portal, HealthEngine, Cyber Clinic and Cliniq Apps all require published schedules to function

Weekly Newsletter #57 - 2nd August 2021

Enable your Appointment Search function now to have an efficient way to find certain availabilities in… If so, are you one of the few who wishes there is a feature that can check the next possible appointment… Hurry now and book yourself the one remaining slot in August or book an appointment ahead on September

Mark appointments as attended

Marking your clients appointment as attended via the calendar or within the appointment… Marking the appointment attended within the edit function… This article outlines marking the appointment attended from the calendar or marking the appointment attended

Appointment Types

Add, edit, colour code and delete appointment types for your calendar… Click on the Appointment Types Description to edit the Appointment Type 3… Once disabled you can go back into the Calendar > More > Appointment types and delete the Appointment

Reschedule an appointment

Reschedule an appointment by right clicking on the appointment or simply by dragging and dropping it… Reschedule an appointment from the Edit Appointment screen… From the Calendar, double-click the appointment to open the Edit Appointment screen and click on Reschedule

Internal Chat Function

Select the Client Appointment who you wish to notify about and right-click the appointment > Select IM… You can only use the Instant Messaging function if you have multiple users on the account… You can notify them that a client has arrived by using the calendar function: 1

Create a recurring appointment

Create, edit and delete multiple appointment for the same time on different dates… Create a new appointment, and enter the client name and appointment type as required. 2… Edit a single appointment 1. Double click on the appointment to open the edit window. 2

Appointment to invoice creator

Making batch invoices through the appointment creator… Navigating to the Appointment Creator… This is a useful function in coreplus that allows users to create batches of invoices based on client

Make a new appointment

Make an appointment within the calendar or from a client file… Add a New Appointment via '+ New Appointment'… Add a New Appointment by double clicking into your calendar