Getting Started with Appointments

Creating a location to host appointments

Before creating an appointment, you first need to add a location. This might be a physical space ("Treatment Room, John Street", "Room A", "London Clinic") or a virtual space ("Via Teams", "Telephone Appointment"), and should be descriptive for your business. Each location maintains its own calendar.

To add a location, an administrator should click Settings in the left hand menu, then open the Location Settings page. Click Create, give the location a descriptive name, and click Create again to save it.

Selecting a default appointment length

Next, open Calendar Settings from the settings page. The first setting asks how many appointments you normally have per hour. Drag the slider left and right to choose between 1 and 6 appointments per hour. The information below the slider confirms the default appointment length in minutes.

This setting determines your default appointment time, though appointments can be adjusted to several multiples of this length.

For example, if you choose 3 appointments per hour, the following appointment durations will be offered:

Appointment type	Duration
Half length	10 minutes
Default length (3 appointments per hour)	20 minutes
Double length	40 minutes
Triple length	60 minutes
Quadruple length	80 minutes

Opening a calendar

There are two types of calendars to view. Each user in your system has their own calendar, as does each location you create. To view a list of calendars and select one to open, click List Calendars in the main menu. You can jump directly to your own calendar by clicking My Calendar in the main menu.