Schedule

Choose the day you’re viewing

Move between days or jump straight to a date.

1. In the toolbar, click ‹ to go back a day or › to go forward a day.
2. To jump to a specific date, click the date button in the middle of the toolbar.
3. Pick the day you want in the calendar. The grid reloads for that date.

Switch between Default and Compact views

Default shows larger cards with on-card buttons; Compact is a denser grid you act on by right-clicking.

1. On the right of the toolbar, find the View: label with the Default and Compact buttons.
2. Click Default for larger cards with action buttons, or Compact for a condensed grid.

Book an appointment

Add a new appointment to an open time slot.

1. Find an empty (white) slot in the column of the practitioner you want, at the time you want.
2. Click the empty slot. The Quick Book Appointment window opens.
3. Click the Patient box, then pick a patient from the list — or type a name to search.
4. Under Service, choose the service for this visit. Only services this practitioner offers are listed.
5. Under Duration, choose how long the appointment should be.
6. Optionally, type anything useful into Notes.
7. Click Book Appointment.
8. The appointment now shows as a card in the slot, and a green Appointment Booked message appears in the corner.

Add a new patient while booking

Create a patient on the fly if they’re not in the list yet.

1. In the Quick Book Appointment dialog, click the Patient box and type the patient’s name.
2. If they aren’t found, click Create New Patient.
3. In the Quick Add Patient dialog, fill in Name, plus Date of Birth and Phone Number if you have them.
4. Click Create Patient. The new patient is created and automatically selected for the booking.

Check in a patient

Mark a patient as arrived when they reach the clinic.

1. Find the patient’s appointment card. A scheduled appointment is white.
2. Click the green check-circle Check In button on the card. (In Compact view, right-click the card and choose Check In.)
3. The card turns pink to show the patient is checked in.

💡 Tip: Shortcut: double-click a scheduled (white) card to check the patient in instantly.

Mark a patient as running late

Flag a patient who hasn’t arrived on time.

1. On a scheduled (white) card, open the late control: in Default view click the clock icon; in Compact view right-click the card and choose Mark Late.
2. Type the number of minutes in the Late (minutes) field, then click Confirm Late.
3. The card turns red to flag the late status.

Complete a visit and check out the patient

Mark the visit done, then take payment.

1. On a checked-in (pink) card, mark it done: in Default view click the purple check-circle Complete icon; in Compact view right-click and choose Complete. The card turns green.
2. To take payment, click the purple dollar-sign Check Out icon (Default), or right-click and choose Check Out (Compact).
3. The Patient Checkout dialog opens. Review the visit and confirm payment there.

💡 Tip: Shortcut: double-click a checked-in (pink) card to complete it AND open checkout in one step. Double-clicking a completed card reopens its checkout.

Add or edit a note on an appointment

Attach a short note to an appointment card.

1. Open the note editor: in Default view click the pencil icon on the card; in Compact view right-click and choose Add Notes / Edit Notes.
2. Type your note and click Save.

Cancel an appointment

Remove an appointment from the calendar.

1. Open Cancel: in Default view click the red X-circle Cancel Appointment icon; in Compact view right-click and choose Cancel Appointment.
2. In the Cancel Appointment? confirmation, click Yes, Cancel.
3. The appointment is removed from the calendar.

💡 Tip: There’s no separate "No-Show" button — Cancel is how you clear an appointment off the calendar. Check with your manager on how your clinic records no-shows.

Undo a status change (Revert)

Move an appointment back to an earlier status.

1. On a checked-in, running-late, or completed card, open Revert: in Default view click the orange undo (curved arrow) icon; in Compact view right-click the card.
2. Choose the status to go back to. The card returns to that earlier status colour.

Add or remove a buffer (break) block

Block off a slot so it can’t be booked.

1. To add a buffer, right-click an empty slot. In Default view it adds a 10-minute buffer immediately; in Compact view choose Add 10-min Buffer from the small menu.
2. To remove it, click the gray block (its tooltip reads "Buffer Block - Click to remove").

Find an open slot across several days

Use the Find Availability tab to search a date range for open times. (Admin and Front Desk only.)

1. Click the Find Availability tab at the top of the page.
2. In the Find Available Appointments card, optionally choose a Patient (required to actually book) and a Service, then choose a Practitioner and a Duration, and set the From Date and To Date.
3. The tool searches automatically. Under Available Slots, use the ‹ / › arrows to move day by day, then click a time button to book it.

Book a specific time (Manual Override)

Book an exact time even if it isn’t offered as an open slot. (Inside the Find Availability tab.)

1. In the Find Availability tab, scroll to Manual Override (Specific Time) and click to expand it.
2. Make sure a Patient and Practitioner are selected above, pick a Date, type a Time, and click Book Manually.

💡 Tip: Manual Override books at the exact time you choose even if it isn’t normally available, so it may create a scheduling conflict.