How do I book an Appointment when I'm in "List" view?

To book an appointment when you are in "list" view:

  1. Select 'Create' at the top of the page:
  2. Select "Appointment - Search Next available appointment"
  3. Select a date range when you would like the appointment to take place
  4. Select what type of appointment you would like to book - > How do I add an Appointment Type?
  5. If applicable, specify the location that you'd like the appointment to take place and which clinician is providing treatment
  6. Select "Find Next Available Appointment" 
  7. Select the appointment you wish to book
  8. Ensure you have the correct "Active Client' - How can I switch between patients?
  9. You have the option make this a  "Recurring Appointment":

  10. Select if you would like SMS/Email Confirmations to be sent:

  11. Select "Save"
  12. You will now see this appointment in your diary as well as in "List View" 

Related Articles:

How do I turn on SMS Confirmations/Reminders for appointments?

How do I turn on Email Confirmation/Reminders for appointments?

How do I delete a single instance of a recurring appointment? 

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