Note: These instructions are for clinic staff. Patients can learn how to book their own appointments here.
Front-desk staff and practitioners can create an appointment by going to the Schedule view, and clicking on an available time on the desired day.
- Start the process by clicking on a start time in the schedule.
The New Appointment pane will slide out on the right where you can specify the patient, the treatment and add notes. When you’re done, click “Book Appointment”.
A Thank You For Booking email will be sent out to the patient after the appointment has been made. While this allows the patient to review their booked appointment, in Jane we are not able to mark the appointment as confirmed by the patient or the admin.
When the patient has come for their appointment time, you can then mark the appointment as arrived.