How to Create an Appointment
In the left sidebar, click the calendar icon to open the Appointments module.
Click on the desired time slot in the calendar.
A form will appear. Complete the following fields:
Date — confirm the appointment date
Practitioner — select the practitioner from the dropdown
Clients — search and select the client
Services — select the service from the dropdown
Products — add any products if applicable
Time and To — confirm the start and end time
Placeholder — toggle to Yes if this is a placeholder appointment
Repeat every and For — configure if this is a recurring appointment
In-Visit Forms to Complete — select any forms the client needs to complete during the visit
Note — add any relevant notes
Click "Save".
Note: Once saved, the appointment will appear immediately on the calendar and reminder workflows will begin automatically if enabled.