Help Center

Managing Appointments

Last updated: March 10, 2026

Appointments are the backbone of your clinic workflow. Patients can book through WhatsApp AI, your website, or the receptionist can create them manually. Here's how to manage every aspect of the appointment lifecycle.

Creating an Appointment

Click "+ New Appointment" from the top bar or the Appointments page. Select the patient (or create a new one), choose a doctor, pick a date and available time slot, and confirm.

Available slots are auto-calculated from the doctor's working hours and existing bookings

Rescheduling

Open the appointment detail and click "Reschedule." Pick a new date/time. The patient receives an automatic WhatsApp notification with the updated schedule.

Rescheduling preserves all appointment notes and patient history

Cancelling

Click "Cancel Appointment" and select a reason. The slot is freed for other patients. A cancellation notification is sent to the patient via WhatsApp.

Cancelled appointments remain in history for reference — they are not deleted

Viewing Appointment History

Use the date filter and status filter (Scheduled, Completed, Cancelled, No-show) to browse past appointments. Export to CSV for record-keeping.

Click any past appointment to view its full details, notes, and linked prescription

Important

Double-booking prevention is automatic. If a slot is taken, the system suggests the next available time. Override is only available for Admin users.

Tips

Set buffer time between appointments in Settings to avoid rushed consultations
Enable SMS/WhatsApp reminders to reduce no-shows
Use the calendar view for a visual overview of the day's schedule

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