Booking From the Calendar

Before you start

Clients usually book themselves on your booking page, but your team can also book a visit directly, for example when a client calls. You'll need a role that can manage appointments, like business owner or dispatcher. For finding your way around the calendar, see Team Calendars.

Step 1: Start a new appointment

1. In the side menu, select Calendar.
2. Select Create Appointment.

Step 2: Choose the client and services

1. Search for the client by name and select them. New client? Add them under Clients first, so their address and details are on file.
2. Under Which marketplace?, choose the marketplace the visit belongs to.
3. Under Add procedure, add each service for the visit.
4. Booking for more than one person? Select Add another patient under Additional patients. See Group Appointments.

Step 3: Choose a time and provider

1. Set the Start and End date and time. Times are shown in your organization's time zone.
2. Under Practitioner, choose who will do the visit. Optionally, add an Additional participant, like a second nurse.
3. Check Enter location. It fills in with the client's address, and you can change it.
4. Add any Notes for the provider, like a gate code or parking tips.
5. Select Create.

The visit appears on the calendar right away. Select it any time to edit it, chart, or check out.

Tips

• Check the provider's availability on the calendar before you book, so the visit lands inside their hours.
• Need the client to pick their own time instead? Send them your booking link.