The calendar and appointments

The three calendar views, choosing a location and practitioners, what each appointment card tells you, and the today panel you can open from anywhere.

Set the hours the calendar shows, the slot size, weekend days, the time format and what patients are called, for the whole clinic.

Set each practitioner's weekly hours and breaks, understand what they do and don't stop, and handle a change that starts on a future date.

Choose how you're told about new bookings and cancellations on your calendar, limit it to the near future, and get a morning summary of your day.

Book a patient in from the calendar, link the visit to a case, make it repeat, and understand the warnings and messages that follow.

Create what patients can be booked in for: name, length and color, in-person or telehealth, what it bills, who performs it, which forms and messages go with it, and what archiving does to existing bookings.

Book several patients into one session, add or remove people later, and handle one patient's notes, payment or cancellation without touching the rest.

Check patients in, mark no-shows and completed visits, know what each status triggers, and correct one that was set wrongly.

Move an appointment by dragging or by editing its date and time, change its length, decide how much of a repeating series to change, and know what the patient is told.

Cancel from the calendar with or without a fee, decide what happens to a deposit, cancel the rest of a series, and know what the patient's own cancellation link allows.

Add patients who want an earlier or different time, see who's waiting, book them when a slot opens, and understand the automatic offers ClinyPal sends when a time frees up.

Add a one-off or repeating block to a practitioner's calendar for leave, meetings or breaks, add several quickly in block mode, and edit or delete a block or its whole series.

Close the clinic, or one location, for a holiday or a day off, so online booking offers nothing and the calendar shows it as closed.

Create the named reasons for blocked time, with a default length and a color, and retire the ones you stop using.

Define how long after a visit each kind of patient should come back, whether ClinyPal reminds them automatically, and which appointment types create a recall on their own.

Add a recall to a patient's record, mark it done when they come back, schedule the next one, and know which recalls are created and reminded automatically.