Book an appointment

There are two natural starting points:

• From a client profile — click the Book appointment button. The client is pre-filled.
• From the calendar — Appointments → Calendar → +, then pick a client.

Pick a time

The calendar shows each practitioner's availability. Clinic-wide configuration:

• Slot duration — default length of one appointment. Your admin set this.
• Working hours — when each practitioner is available.
• Overlap policy — does the clinic allow double-booking? Some clinics do (walk-ins), others don't.

Drag across a time range to create a booking of that length, or click a single slot and use the dropdown to change the duration.

Appointment details

The drawer that opens asks for:

• Practitioner — pre-filled from the column you clicked on.
• Duration — pre-filled with the clinic default.
• Type — consultation, follow-up, procedure, etc. (set by your admin).
• Note to the practitioner — short free-text for anything relevant (e.g. "coming in for stitches removal").
• Send reminder — toggle SMS/email reminder in advance (default: on, if notifications module is enabled).

Click Book.

Custom fields

If your admin has defined custom fields for appointments, a dedicated Custom fields section appears in the booking form. Fill in whatever applies (text, numbers, yes/no toggles, dates, or pick-lists); required fields are marked with a red asterisk and must be completed before the booking saves. These values are stored on the appointment and can be used to filter the appointments list — open the filter rail and the same fields appear as filter rows so you can narrow the list to, say, every appointment tagged for a specific region or referral source.

The section only shows when custom fields are configured; clinics that haven't set any won't see it.

Confirmation

• The appointment immediately appears on the calendar, in Appointments → Upcoming, and on the client's profile.
• If SMS reminders are on, the client gets a confirmation message right away.
• If the clinic uses self-confirmation, the confirmation message has a button the client taps; until tapped, the appointment stays as Pending with a yellow badge.

Booking in the future

Clinics set a maximum advance booking window (30, 60, or 90 days is common). The calendar dims out dates beyond it. Change the window under the Appointments module settings if you need more runway.

Same-day walk-ins

Click Book on an empty slot today and set the appointment to start immediately. Some clinics have a special Walk-in type that doesn't require slot duration assumptions.

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In-app help: appointments_slot_duration, appointments_max_advance_booking_days, appointments_allow_overlap, appointments_require_confirmation.