How to Schedule an Appointment

Procedure

Overview

Schedule an appointment to reserve time for a client with a clinician and service.

Before you start

The Client must exist
The Service must be configured
Clinician availability must be configured
You know the preferred date, time, and place of service

Video

Schedule an appointment (optional video)

Optional video — documentation remains fully usable without it.

[VIDEO PLACEHOLDER]

Steps

1. Open Appointments

From the main navigation, select Appointments.

Screenshot placeholderAppointments module calendar viewAdd image under docs/public/images/

Appointments module calendar view

2. Select the Client

Select New Appointment (or the equivalent action), then choose the client (example: Jordan Lee).

Screenshot placeholderClient selector in the new appointment formAdd image under docs/public/images/

Client selector in the new appointment form

3. Select the Service

Choose the service for the visit. The service often determines duration and default settings.

Screenshot placeholderService selection dropdown for an appointmentAdd image under docs/public/images/

Service selection dropdown for an appointment

4. Select Date and Time

Choose the clinician.
Pick an available date and time.
Confirm the duration looks correct.

Screenshot placeholderDate and time picker with available slotsAdd image under docs/public/images/

Date and time picker with available slots

5. Review and Save

Verify:

Client name
Clinician
Service
Date and time
Place of service

Select Save.

Screenshot placeholderAppointment review summary before savingAdd image under docs/public/images/

Appointment review summary before saving

TIP

You can configure default appointment duration in Services.

How to Schedule an Appointment ​

Overview ​

Before you start ​

Video ​

Steps ​

1. Open Appointments ​

2. Select the Client ​

3. Select the Service ​

4. Select Date and Time ​

5. Review and Save ​

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