How do I book or propose a new appointment for a client?

There are THREE ways you can propose a new patient appointment:

+ Appointment

1. Click on the "+" symbol in the top right hand corner of your dashboard.
2. Click on Appointment.
   
   
3. Select the client you wish to book the appointment for or click on the "+" symbol to add a new client.
   
   
4. If you are adding a new client, add their first name, last name, phone number (optional) and email address.
5. Click Continue.
   
   
6. Select the relevant appointment type, attendance mode, date and time.
7. You can then choose if you wish to Propose the appointment or Book now the appointment.
   
   
8. If you choose to Propose the appointment, your client will receive automated notification and they must accept the appointment in order for it to be confirmed.
9. If you choose the Book now option, the appointment will be confirmed and your client will receive automated notification of the confirmation.

Dashboard

1. Click Dashboard.
2. On your calendar, click the "+" symbol.
   
3. Follow the same instructions as above.

Calendar

1. Click Calendar.
2. On your calendar, click the "+" symbol.
   
3. Follow the same instructions as above.

Go to your Calendar in HealthBank →