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The Calendar is where your practice books and runs its day. This section covers booking, changing and cancelling appointments, blocking out time, and the front desk lists for online requests, held bookings and the waitlist. For patient records see Patients. For invoices and payments see Billing and payments. For bookings patients make themselves see Online booking and patient pages.

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Who can use this

Admins and reception see and book for everyone. Practitioners see and manage only their own calendar. Events and the front desk lists are for admins and reception. Closure dates are for admins.

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In this section

Find your way around the calendar

Change the view and date, choose practitioners and locations, and read appointment blocks.

Book an appointment

Book from the calendar or a patient, find the next free time, link a referral and hold a time.

Repeat appointments

Create a series and change one appointment or the rest of it.

The appointment panel

Change an appointment’s status, edit it, and reach its fee and invoice.

Move, cancel or delete an appointment

Move an appointment, cancel it, mark did not attend, or delete it.

Block out time with an event

Block time for meetings, leave or anything that isn’t a patient visit.

Waitlist

Keep a list of patients who want an earlier time, and offer them one.

Awaiting payment and online requests

Confirm or release held bookings, and approve or reject online booking requests.

Clinic closure dates

Close the whole practice for public holidays and shutdowns.

Per-location schedules

Say which location each day’s hours are worked at.

Troubleshooting the calendar

Fixes for common calendar and booking problems.