The appointments list

Updated

Appointments shows every appointment at the selected clinic, and lets you manage them.

Who can use it: staff, professionals, administrators and owners, on every plan.

Step by step

  1. In the sidebar, select Appointments.
  2. The totals are at the top: Today, Upcoming, Confirmed and Completed.
  3. Choose the period: Today, Upcoming, Past or All.
  4. To find an appointment, type the patient's name, email or the reason in the search box.
  5. On each row, to the right:
Appointments list with the Edit, Complete and Cancel appointment buttons highlighted

How to read each row

  • Appointment status: for example Requested, Confirmed, Awaiting Confirmation, Pending Payment, Completed, Cancelled or No Show.
  • Payment status: for example Not Paid, Paid, Prepaid, Receipt Under Review or Deposit paid. See Appointment payment statuses.
  • Type: in person or telemedicine.

Good to know

  • Completed, cancelled and rejected appointments no longer show Complete or Cancel appointment. To change them, use Edit.
  • To book a new appointment, see Book an appointment for a patient.
  • If the plan reaches its monthly appointment limit, bookings from new patients pause until next month or until you upgrade.

Troubleshooting

Problem What to do
An appointment is missing Check the period (All shows everything) and the clinic selected in the top bar.
"No clinics assigned. Contact administrator." You aren't assigned to a clinic. Ask your administrator to assign you.