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The calendar and appointments

Book and manage appointments, block out time, run the waitlist, and set up appointment types and recalls.

15 articles Last updated June 14, 2025
Find your way around the calendar
Read the calendar, understand what appointment colours and icons mean, and know where to go for each scheduling task.
Customise your calendar view
Adjust which hours show, your time slot size, and the day range, so the calendar matches how your clinic actually runs.
Set a practitioner's working hours
Set a practitioner's regular weekly hours and breaks so the calendar shows when they're normally working.
Set your own booking notifications
Choose how and when you're alerted about new bookings and cancellations, and get a daily summary of your schedule.
Book an appointment
Add a new appointment to the calendar for a patient, including group bookings and repeating series.
Set up appointment types
Define what patients can be booked in for, how long it takes, what it bills, and who can perform it.
Book a group appointment
Book several patients into the same slot for a class or group session.
Update an appointment's status
Mark a patient as arrived, no-show, cancelled, or completed, so the calendar reflects what actually happened.
Reschedule an appointment
Move an appointment to a new day or time without losing its details, notes, or place in a recurring series.
Cancel an appointment
Cancel an appointment and let the patient know, without losing the record of it.
Manage the waitlist
Keep track of patients waiting for a slot, and book them in as soon as one opens up.
Block out unavailable time
Reserve time on a practitioner's calendar for leave, breaks, or admin time so it can't be booked over.
Set up unavailable block types
Create the labelled reasons your clinic uses for blocked-out time, like leave, breaks, or training.
Set up recall types
Define how long after a visit a patient should come back, so recalls are consistent across your clinic.
Set a recall for a patient
Schedule when a patient should be reminded to come back, and mark it done when they do.

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