Method One: From the Calendar tab
Head to the ‘Calendar’ tab 📅 on the left-hand side
Select ‘Create’ 👇 in the top right-hand corner or simply click on the calendar 👇 when you would like the appointment to take place
Select ‘Client appointment’ 👇
Search for the client you would like to make an appointment with and fill the ‘Title’ and ‘Date’ ✍️ of the appointment
If you would like to add any notes about the appointment, scroll down and select the blue ‘+’ next to ‘Notes’
Scroll down and type your note ✍️
If you would like to edit the booking confirmation email, select the ‘+’ next to ‘Booking confirmation’
To select when you would like the booking reminder to be sent (if you would like one to be sent), select the ‘+’ next to ‘Booking reminder’ and select the down arrow, if you would like to customise the message, select ‘customise message’
When finished, select ‘Save’ ✅ in the top right-hand corner
You have created an appointment! 🎉
Method Two: Client records tab
Select the patient you would like to schedule an appointment for by selecting their name on the 'Clients' tab
Head to the ‘Client Records’ tab
Select ‘Create’ 👇 in the top right-hand corner and select ‘Appointment’ 👇
Title your appointment and write any notes ✍️ as you see fit
Select the date and time of the appointment 📅 and then select how long the appointment will be
Select ‘Save’ ✅
This appointment will now show up on your calendar! 🎉