Scheduling and managing appointments
How to update appointment types, video settings, and other details on existing schedules.
Anonymise patient names in the diary view for shared screens
How patients can manage their own appointments through the patient portal.
A step-by-step guide to configuring email and SMS notifications for appointments, viewing delivery status, sending manual reminders, and troubleshooting common issues.
Configure appointment types to accept multiple participants for group sessions, classes, and workshops.
Booking, rescheduling, cancelling, and tracking appointments
Learn how to book an appointment for a patient, including selecting the type, clinician, time slot, and delivery mode.
Move an existing appointment to a new date or time, with an optional reason for the change.
Cancel a booked appointment with a reason, and understand how late cancellations and refunds are handled.
Record when patients arrive, are sent in to their clinician, leave, or do not attend.
Understand how pre-appointment questionnaires are sent to patients and how appointment notifications work.
Set up appointment types with duration, delivery mode, scheduling rules, billing, notifications, and questionnaires.
Join a video consultation with a patient, send join links, and monitor the call status.
Configure buffer times, booking windows, cancellation policies, group bookings, and per-patient limits for an appointment type.
Configure how appointments are delivered (in-person, video, phone) and set up pricing with Stripe or Xero.
Clinician sessions, availability schedules, and schedule blocks
Create and manage recurring or one-off sessions that define when clinicians are available for appointments.
Set up availability schedules, manage individual sessions, and view schedule blocks for your clinicians.
Block out time for lunch, breaks, holidays, training, and other non-appointment periods.
Using the calendar view to manage your day
Analytics, performance metrics, and booking funnels