The calendar shows a day or a week by therapist, or by room. Hatched areas are outside the therapist's working hours; you can still book there, but only with a reason for the exception.
New appointment
- Click once into a free spot in the grid, or use the New button in the top bar – it prefills the therapist's nearest free time.
- Pick the patient (or create a new one); for a known patient their last service is preselected. Save.
- When the time is taken or outside working hours, the form offers the 3 nearest free times. A deliberate overlap (e.g. a group) can be confirmed with a reason.
- Repeat… opens the same form with an appointment series ("every week, 8×") and the details already filled in.
The card colour is the service (legend in Filters), icons on the card show attendance, payment and patient confirmation. A past visit without recorded attendance has an orange outline. The week shows one therapist by day.
Detail, moving and cancelling
- For a past appointment the main actions are Record visit and Pay, attendance is recorded with a switch; cancelling is in the … menu.
- Drag the appointment, or open its detail and choose Edit.
- For a series, choose whether the change applies to this occurrence only or to the following ones as well.
- A cancelled appointment stays in the patient's history. With Waitlist fill the freed time (also after a move) is offered automatically to waiting patients.
- In the detail of a future appointment turn on The patient wants an earlier appointment if one becomes available – accepting an offer from the waiting list moves the appointment.
Find free slot and cover
- Find free slot searches for one or more consecutive services, with the same therapist and also as a series ("8× every week").
- Cover moves an absent therapist's appointments to a colleague and prepares a list of patients to call.
Set working hours in Settings → Working hours and services in Settings → Services.