1

Click Appointments in the main navigation to open the calendar. You can switch between day and week views and filter by location and practitioner.

Click Appointments in the main navigation to open the calend
2

Click New appointment in the top right. You can also drag across an empty time slot to pre-fill the time and practitioner.

Click New appointment in the top right. You can also drag ac
3

Search for the patient by name.

Search for the patient by name.
4

And select them from the results.

And select them from the results.
5

Choose an appointment type. It sets the duration and the invoice defaults.

Choose an appointment type. It sets the duration and the inv
6

Step 6
7

Pick the date.

Pick the date.
8

Step 8
9

Set the start time. The end time fills in from the duration.

Set the start time. The end time fills in from the duration.
10

Select the location.

Select the location.
11

Step 11
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And the practitioner. A green Available badge confirms the time is free. A conflict is only a warning, so you can still double book deliberately.

And the practitioner. A green Available badge confirms the t
13

Step 13
14

Click Save appointment. To make it recurring instead, switch on Repeat this appointment before saving.

Click Save appointment. To make it recurring instead, switch
15

The appointment appears on the calendar with the Booked status.

The appointment appears on the calendar with the Booked stat
Not sure when they can come in?

Use the Find times button next to New appointment. Pick the appointment type, a date range, and optionally practitioners, and it lists every available slot — click one to book it.