How to Schedule an Appointment

Last updated: 16 April 2026

Book an appointment for a patient by choosing the type, delivery mode, location, and time.

There are several ways to start booking:

Patient - search for and select an existing patient, or create a new one
Event Type - choose from your active appointment types (these must be configured first)
Location - select where the appointment takes place. For remote appointments, choose video or phone
Select Time - pick an available slot from the calendar. Slots are based on clinician availability and the appointment type's scheduling rules
Review - confirm the details and complete the booking

Once confirmed, the appointment status is set to Confirmed (or Pending Approval if the appointment type requires approval).

Depending on how the appointment type is configured, you may see:

Notifications are sent to the patient based on the appointment type's notification settings
If questionnaires are attached, the patient receives them automatically
The appointment appears in the Calendar and the Appointments list
The patient can manage their booking via their unique manage link

Tip: You can copy a patient's manage link from the Appointments list by clicking the three-dot menu and selecting Copy Manage Link.

Tip: If the appointment type has billing configured, a payment step may appear during booking.ntment Attendance