Calendar and appointments within your practice environment

The calendar shows the practice’s week. Every appointment belongs to a client and therefore to the record, so from the calendar you can go straight to the underlying details. You schedule, adjust and prepare in the same environment where you keep your notes and invoices.

Scheduling appointments

You choose a client, date, time and duration and add a short description. The appointment then appears in the calendar and in the client’s record.

Clicking an appointment once selects it, a second click opens the edit screen. Moving or changing an appointment takes no detours.

Availability

In the portal, the client can choose a free moment themselves, on working days between 08:00 and 17:00. That saves emailing back and forth to find a moment that suits both of you.

Other names are not visible. The client only sees which moments are free.

Follow-up consultation

You schedule a follow-up appointment in the same calendar, right at the end of the consultation if you like. The new appointment is already with the record when you start next time.

Nothing is sent until you yourself send a confirmation or the calendar file.

Link with the client record

From the appointment you open the record. Before the consultation you read back what was recorded last time, afterwards you note what was discussed, and all without leaving the screen.

If a client wants to put the appointment in their own phone, they can download a file for that. There is no link with an online calendar.

Getting started