User Guide
User Guide/📅 Appointments

📅 Appointment Scheduling

The Appointments section lets you schedule, view, and manage patient appointments for any doctor in your clinic.

Accessible by: Admin, Receptionist, Doctor


Booking an Appointment

  1. In the sidebar, click Appointments.
  2. Click + New Appointment.
  3. Fill in the appointment details:
FieldRequired?Notes
Patient✅ YesSearch by name or phone
Doctor (Team Member)✅ YesSelect from active doctors
Date & Time✅ YesMust be today or a future date
NotesNoAny special instructions or reason for visit
  1. Click Book Appointment.

The appointment is now created with a Scheduled status and will appear in the appointments list.

Note: Appointments cannot be booked in the past. The date picker will only allow today or future dates.


Appointment Statuses

Every appointment has a status that shows where it is in its lifecycle:

StatusWhat It Means
🟡 ScheduledAppointment is confirmed and upcoming
CompletedThe patient visited and the consultation is done
CancelledThe appointment was called off
🟠 No ShowThe appointment time passed and the patient did not attend

Once an appointment is marked Completed, it cannot be changed. This protects your records.


When a Patient Doesn't Show Up

If a scheduled appointment has passed and the patient did not attend, two options appear:

  • No Show — Records that the patient did not attend. Use this to keep your history accurate.
  • Reschedule — Opens the new appointment form pre-filled with the same patient and doctor so you can quickly book a new slot.

You can still reschedule from a No Show appointment at any time.


Cancelling an Appointment

  1. Find the appointment in the list.
  2. Click Cancel next to the appointment.
  3. Confirm the cancellation.

Cancelled appointments remain in your history for record-keeping.


Filtering & Searching Appointments

On the list view, you can filter appointments by:

  • Date range
  • Doctor
  • Status (Scheduled, Completed, Cancelled, No Show)

Tips

  • Book appointments during registration if the patient walks in for the first time — it saves a step.
  • Always mark no-shows promptly — it keeps your appointment history clean and makes it easy to follow up.