Booking an appointment
Open the calendar
From the sidebar. The Overview panel (Status Overview, Doctors Today) starts collapsed so the calendar gets the full canvas, and your panel-open or panel-closed choice is remembered.
Click New Appointment
The New Appointment button in the toolbar is the booking entry point. Clicking an empty slot on the calendar is display-only by default — see the note below.
Choose a duration
Pick the expected visit length. The duration picker offers
30 min (default), 1 hour, and Custom… (5–480 minutes for the rare long case). New bookings default to 30 minutes.Fill in the details
Choose the patient, the doctor (optional — see Unassigned appointments), the procedure, and the room. Add any notes for the visit.
Clicking an empty slot does not open the booking form by default. Bookings go through the New Appointment button. If you prefer the older behaviour, re-enable click-to-book under Settings → Appointment Setup.
Choosing a procedure
The Procedure field is a searchable picker powered by your Service Catalog. Start typing to filter, and matching services appear grouped by category with their prices, so you can confirm you have picked the right treatment at the right fee. If your clinic has not set up a Service Catalog yet, the picker falls back to a set of standard defaults, so you can always book a visit. Build out your catalog to make this field reflect your own treatments and pricing.Duration and time format
- Default length. New bookings stage a 30-minute appointment. Use
1 hourorCustom…for longer visits. - Time format. Your clinic’s 12-hour or 24-hour preference (set under Settings → Appointment Setup) applies everywhere — the axis, cards, hover tooltips, and drag confirmations.
Unassigned appointments
You do not have to choose a doctor at booking time. Leave the doctor field empty and the appointment is created as unassigned, which is useful when you are holding a slot for whoever is free, or booking ahead of a rota decision. Several unassigned bookings can share the same slot. Wherever an unassigned appointment is listed — on the calendar, in the queue, and on its detail page — an amber Assign doctor badge appears. Click it to open a doctor picker (including any visiting doctors) and assign the visit. In the Day view, when the All doctors filter is active, unassigned appointments collect in a dedicated Unassigned lane on the left. The lane is hidden when you filter to a single doctor.Booking safeguards
The form validates each booking against your clinic’s setup before saving:- Operating hours. If a slot falls outside your open–close window, the message shows the appointment’s start, the computed end, and the clinic’s hours so you can pick a slot that fits.
- Doctor schedules. If a doctor is marked off that day, or the slot falls outside their configured working hours, the booking is declined with a clear message. Filtering the Day view to a doctor shrinks the time grid to that doctor’s shift.
- Duplicate guard. A patient cannot hold two active appointments at the same time on the same day. Cancelled and no-show slots are excluded, so re-booking after a cancellation always works.
Rescheduling
Drag a card to a new time on the Day or Week view, or open an appointment and choose Reschedule. Drops snap to 30-minute boundaries by default; switch to 15-minute snap under Settings → Appointment Setup. The reschedule picker offers 15-minute increments for fine placement. Cancelled and no-show appointments can be rescheduled directly — those are exactly the cases where you need to move the patient to a new slot. Rescheduling resets the status to Scheduled automatically.Need help?
If anything is unclear, write to [email protected] or open a ticket from Settings → Support.Related articles
- Scheduling Calendar — Day, Week, and Month views, drag-to-reschedule, and filters
- Appointment Detail Page — Where the visit workflow happens once an appointment is booked
- Appointment Statuses & Workflow — Valid status transitions