How to Create a New Appointment

Click the New Appointment button to start scheduling a new appointment.

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New Appointment button

Then use the search bar to find the patient from your contact list that wants to create an appointment. Select the contact and then click Create Appointment.

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Select Contact for Appointment form

This opens the New Appointment form with the following fields:

  • Who is this appointment for? – The Name of the patient/contact
  • What type of appointment is this? – choose from any Appointment Types you have already created
  • When is this appointment? – Choose from a list of available appointment times based on the Availability Schedules you have created.
  • What is the current status of this appointment? – Choose from the list of possible appointment statuses (Booked, Pending Confirmation/ Pre-Payment, In Progress, Complete, No Show, Cancelled).
  • Who’s responsible for this appointment? – Choose a healthcare provider.
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New Appointment form
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Select Appointment dropdown
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Select status of Appointment
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New Appointment form

When you have finished filling out the fields, click Create Appointment.

Last updated: by Scott Laberge

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