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How do I create a client appointment?

There are two ways to create an appointment Via the ‘Calendar’ tab or Via the ‘Client Records’ tab. The below guide walks you through how to do both.

Support at Joy avatar
Written by Support at Joy
Updated this week

Method One: From the Calendar tab

  1. Head to the ‘Calendar’ tab 📅 on the left-hand side

  2. Select ‘Create’ 👇 in the top right-hand corner or simply click on the calendar 👇 when you would like the appointment to take place

  3. Select ‘Client appointment’ 👇

  4. Search for the client you would like to make an appointment with and fill the ‘Title’ and ‘Date’ ✍️ of the appointment

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  5. If you would like to add any notes about the appointment, scroll down and select the blue ‘+’ next to ‘Notes’

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  6. Scroll down and type your note ✍️

  7. If you would like to edit the booking confirmation email, select the ‘+’ next to ‘Booking confirmation’

  8. 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’

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  9. When finished, select ‘Save’ in the top right-hand corner

  10. You have created an appointment! 🎉


Method Two: Client records tab

  1. Select the patient you would like to schedule an appointment for by selecting their name on the 'Clients' tab

  2. Head to the ‘Client Records’ tab

  3. Select ‘Create’ 👇 in the top right-hand corner and select ‘Appointment’ 👇

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  4. Title your appointment and write any notes ✍️ as you see fit

  5. Select the date and time of the appointment 📅 and then select how long the appointment will be

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  6. Select ‘Save’

  7. This appointment will now show up on your calendar! 🎉

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