Creating appointments for clients is one of core functions in coreplus. There are multiple different ways to create appointments in coreplus, so you can choose one (or more) that suits you. This article outlines the different ways to create appointments, reschedule appointments and, cancel or delete appointments


Create an appointment

There are four ways to create appointments in coreplus, two from the calendar and two from the client's file.

  1. Add a New Appointment via '+ New Appointment'

  2. Add a New Appointment by double clicking into your calendar

  3. Make an appointment from the Client File Overview

  4. Make an appointment from the Appointments page

📝 You can also save time and create multiple appointments at once with Recurring appointments or copy an existing appointment


Reschedule appointments

It's important to use the reschedule function to change appointment times so that your reminders are rescheduled too. These are three ways to reschedule appointments in coreplus

  1. Reschedule an appointment with a quick options menu

  2. Reschedule an appointment from the Edit Appointment screen

  3. Drag and drop appointments for a client


Cancel or delete appointments

If you need to remove an appointment from your calendar, you have three options

  1. Cancel an appointment

  2. Mark an appointment as no show

  3. Delete an appointment

If you ever remove an appointment by accident, you can always undo it by clicking the 🚫 or ❌ icon in Changed appointment (link)

💡 You can also set up cancellation rules, that automatically notify you via email and/or create an invoice for a cancellation fee


You may also be interested in:

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

Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!

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