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Awaiting payment

Awaiting payment lists held appointments: times reserved but not yet confirmed. For each one:
  • Confirm makes it a normal appointment. Do this once the patient has paid. Confirming doesn’t record a payment or message the patient.
  • Release frees the time.
Holds don’t expire on their own. If a hold has a clinical note or payment, it can’t be released. Cancel it from the calendar instead.

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Online requests

Online requests lists bookings patients made online that need the practice to confirm. Each one holds its time on the calendar. To set up online booking, see Online booking and patient pages.

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Approve or reject a request

  1. Open Online requests and find the request.
  2. From its ⋮ menu, link it to the right patient. Check the details against any match Bilby suggests, or create a new patient.
  3. Choose Approve request or Reject request.
Approving confirms the appointment and emails the patient. Rejecting frees the time and emails the patient to contact the practice.