Start your client's health journey with your practice by adding an appointment for them. An appointment can easily be added directly into the Calendar without accessing a clients file. Before adding an appointment, you may like to:

📝Set your Calendar schedule
📝Configure your Calendar Sites
📝Create Appointment Types
📝Set up your SMS or Email appointment reminder templates
 

     
Add a New Appointment

1. From the Calendar screen, click on New Appointment


2. For an existing client appointment, type their name into the Subject field and select their name from the drop down menu. For a new client appointment, click on the New Client button, enter details to create the client file. Populate the appointment fields as necessary and click Save 

Add a New Appointment

1. Double-click into a blank Calendar time slot in the User Calendar that you want to make the appointment for. A new appointment box will pop up


2. For an existing client appointment, type their name into the Subject field and select their name from the drop down menu. For a new client appointment, click on the New Client button, enter details to create the client file. Populate the appointment fields as necessary and click Save 


You may also be interested in;
📝Add an appointment from a Client File
📝Create a recurring appointment

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