Create Appointment

Find an existing patient

Attach the appointment to a patient who is already in the system.

1. On the Find Availability tab, click the Patient box that reads "Search or create patient...".
2. Start typing the patient's name in the Search by name... box.
3. Click the matching name in the list (each row shows the name and DOB: MM/DD/YYYY). The box now shows that patient's name and date of birth.

💡 Tip: A patient must be selected before any time slot or Book Manually button becomes clickable.

Add a brand-new patient (Quick Add)

Create a patient on the fly without leaving the booking page.

1. Click the Patient box and start typing the new person's name.
2. Click Create New Patient (it appears at the top of the list, and under "No patients found." if there's no match).
3. In the Quick Add Patient dialog, confirm or type the Name (required); the name you typed is pre-filled.
4. Optionally set the Date of Birth and Phone Number.
5. Click Create Patient (it briefly shows "Creating...").
6. A Patient Created message appears and the new patient is automatically selected in the Patient box.

Search for open appointment slots

Pick a practitioner and duration to see available times.

1. (Optional) Pick a Service (Optional) from the dropdown, or leave it on "Any service".
2. Choose a Practitioner.
3. Choose a Duration (the practitioner's default length is marked "(default)").
4. (Optional) Adjust the From Date and To Date buttons to widen or narrow the search window.
5. The tool searches automatically — there is no Search button. The Available Slots card appears with a count badge and a grid of times.

💡 Tip: If you pick a Service first, only practitioners who offer that service appear in the Practitioner dropdown.

Move between days in the results

Browse other dates when the current day doesn't work.

1. In the Available Slots card, read the date header (e.g. "Monday, June 9, 2026") and the "X of Y days" counter below it.
2. Click the right-arrow button for the next day, or the left-arrow to go back.
3. If a day has no openings you'll see "No available slots on this day." — use the arrows to check other dates.

Book an available slot

Click an offered time to book it instantly.

1. Make sure a Patient is selected — the time buttons stay disabled until one is.
2. (Optional) Type anything useful in Notes (Optional).
3. In the Available Slots grid, click the time button you want (each shows the start time and duration).
4. A green Appointment Booked! message confirms the patient, practitioner, date, and time, and the booked slot disappears from the list.

💡 Tip: If slots are found but no patient is chosen, an amber banner reads "Select a patient above to enable booking." After a successful booking the Notes box clears for the next one.

Book a specific time (Manual Override)

Book an exact time even if it isn't offered as an open slot.

1. Make sure a Patient and a Practitioner are selected.
2. Scroll to the bottom and click Manual Override (Specific Time) to expand it.
3. Set the Date using the date button and calendar.
4. Enter a Time in the time field.
5. Click Book Manually. A green Appointment Created! message confirms it and the section collapses.

💡 Tip: Warning: Manual Override books at a specific time regardless of availability and may create scheduling conflicts.