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  1. Help centre
  2. Appointments

Appointments

Rules, the calendar, reminders, recalls, the waitlist, and how much patients can do themselves.

Appointment rules

The six settings that decide what can be booked, by whom, and how far ahead.

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Working in the calendar

Moving appointments, blocking time, appointment states, and what the server refuses to accept.

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Reminders

When they go out, who gets them, and why one did not arrive.

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Recalls

Bringing patients back when they are due, and working the ones with no email.

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The waitlist

What happens when a patient wants a slot you do not have, and how to work the queue.

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Letting patients change their own appointments

Cancel and reschedule links, the cutoff before they stop working, and when to turn them off.

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Other areas

Getting startedClinic setupConversationsPatients and recordsThe assistantFinanceStockAnalyticsAccount and accessData and privacy

Still stuck?

Write to us and a person reads it. Tell us what you were trying to do and what happened instead — that is usually enough for us to answer in one reply rather than three.

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