Start your client's health journey with your practice by adding an appointment for them. An appointment can easily be made within the calendar or from a client's file.

This article includes:

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


Add a New Appointment via '+ 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

3. Click Save

We show in the below video both options, but proceeding with an existing client.


Add a New Appointment by double clicking into your calendar

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

3. Click Save



Make an appointment from the Client File Overview

1. From a client's file, in Overview, click on Make Appointment
2. Your client details will automatically populate in the Client field of the New Appointment box. Click anywhere within the calendar window to start populating the fields

3. Click Save


Make an appointment from the Appointments page

1. From a client's file, click on Appointments in the menu panel and then click the Make Appointment button at the top of the page
2. You will be taken directly to the Calendar with the client details automatically populated. Populate the necessary fields

3. Click Save


You may also be interested in:

📝Create a recurring appointment

📝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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