Calendar & Appointments

Scheduling and managing appointments

25 articles

Introduction to the CalendarVideoAn administrator's tour of the calendar: choosing what you see, creating a session from the diary, booking into it, and managing the appointment.Home Visits: Setting Them UpVideoSwitch home visits on and configure them - the appointment type, a clinician's home base, how far they will travel, and the sessions that offer visits.Complete a questionnaire on behalf of a patientFill in a patient's pre- or post-booking questionnaire for them from the appointment.Editing Schedule SettingsHow to update times, recurrence, appointment types, video settings, and other details on existing schedules.Calendar Privacy ModeAnonymise patient names in the diary view for shared screensPatient Portal: Rescheduling and Cancelling AppointmentsVideoHow patients can manage their own appointments through the patient portal.How to Manage Clinician SessionsVideoCreate and manage recurring or one-off sessions that define when clinicians are available for appointments.Appointment Reporting and AnalyticsVideoView appointment metrics, clinician performance, DNA rates, and notification delivery from the reporting dashboard.How to Schedule an AppointmentVideoLearn how to book an appointment for a patient, including selecting the type, clinician, time slot, and delivery mode.Home Visits: Booking OneVideoHow a home visit gets booked - by a patient online or by your team - how it appears in the diary, and what the patient is told.How to Configure Clinician AvailabilityVideoSet up availability schedules, manage individual sessions, and view schedule blocks for your clinicians.Using the CalendarVideoNavigate the calendar view to see appointments, manage your day, and quickly book or reschedule.How to Reschedule an AppointmentVideoMove an existing appointment to a new date or time, with an optional reason for the change.Sync your Jump diary to Google CalendarMirror your Jump appointments into your own Google Calendar as busy blocks. One way, and no patient details leave Jump.How to Manage Schedule BlocksVideoBlock out time for lunch, breaks, holidays, training, and other non-appointment periods.How to Cancel an AppointmentVideoCancel a booked appointment with a reason, and understand how late cancellations and refunds are handled.How to Track Appointment AttendanceVideoRecord when patients arrive, are sent in to their clinician, leave, or do not attend.Appointment Questionnaires and NotificationsUnderstand how pre-appointment questionnaires are sent to patients and how appointment notifications work.How to Configure Appointment TypesVideoSet up appointment types with duration, delivery mode, scheduling rules, billing, notifications, and questionnaires.How to Set Up and Manage Appointment NotificationsA step-by-step guide to configuring email and SMS notifications for appointments, viewing delivery status, sending manual reminders, and troubleshooting common issues.How to Start a Video AppointmentJoin a video consultation with a patient, send join links, and monitor the call status.Appointment Scheduling and Booking RulesConfigure buffer times, booking windows, cancellation policies, group bookings, and per-patient limits for an appointment type.Appointment Delivery Modes and PricingConfigure how appointments are delivered (in-person, video, phone) and set up pricing with Stripe or Xero.Pausing and Archiving Appointment TypesThe difference between pausing and archiving an appointment type, the checks Jump runs before a type starts accepting bookings, booking a paused type as staff, and what happened to types switched off before.Group and Class BookingConfigure appointment types to accept multiple participants for group sessions, classes, and workshops.

Managing Appointments

Home Visits: Setting Them UpVideoSwitch home visits on and configure them - the appointment type, a clinician's home base, how far they will travel, and the sessions that offer visits.How to Schedule an AppointmentVideoLearn how to book an appointment for a patient, including selecting the type, clinician, time slot, and delivery mode.Home Visits: Booking OneVideoHow a home visit gets booked - by a patient online or by your team - how it appears in the diary, and what the patient is told.How to Reschedule an AppointmentVideoMove an existing appointment to a new date or time, with an optional reason for the change.How to Cancel an AppointmentVideoCancel a booked appointment with a reason, and understand how late cancellations and refunds are handled.How to Track Appointment AttendanceVideoRecord when patients arrive, are sent in to their clinician, leave, or do not attend.Appointment Questionnaires and NotificationsUnderstand how pre-appointment questionnaires are sent to patients and how appointment notifications work.How to Configure Appointment TypesVideoSet up appointment types with duration, delivery mode, scheduling rules, billing, notifications, and questionnaires.How to Start a Video AppointmentJoin a video consultation with a patient, send join links, and monitor the call status.Appointment Scheduling and Booking RulesConfigure buffer times, booking windows, cancellation policies, group bookings, and per-patient limits for an appointment type.Appointment Delivery Modes and PricingConfigure how appointments are delivered (in-person, video, phone) and set up pricing with Stripe or Xero.Pausing and Archiving Appointment TypesThe difference between pausing and archiving an appointment type, the checks Jump runs before a type starts accepting bookings, booking a paused type as staff, and what happened to types switched off before.

Cannot find it? Email support - a person reads every one.