Creating an appointment

We recommend setting a work schedule in the calendar. See also: Set a work schedule

Slots will then appear in the calendar.

When you click on a slot, all the slot's properties are transferred into the appointment bubble, including the location, appointment type, and duration.

Making an appointment outside the slot schedule is also possible by clicking on the desired time in the calendar.

When you click on a slot or in the calendar, the appointment bubble appears.

Search for a patient by name, date of birth, or phone number in the [Search patient or enter title] field.

If the patient does not yet exist, create one using the [New patient] button. This patient will then be immediately linked to the appointment. If the patient is pinned, link the patient via [Link from pinned].

You can find more information about pinning a patient in this article: ​Pinning a patient

If you do not want to link a patient to the appointment, type free text in the field without selecting a patient.

With the button , you can set the recurrence for the appointment. This article provides more information about setting a recurring appointment: ​Creating/deleting a repeating appointment​

Add a comment via [Add Note] if necessary. When all the information has been filled in, click [Create Appointment].

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