Book your first appointment

Once you’ve set up your practice, you’re ready to book. You’ll need at least one appointment type first: if you haven’t added one, the booking form tells you, with a link to Set yours up.

Start a new appointment

There are a few ways in, so use whichever suits you:

• Click the calendar. Click an empty time on your calendar. The form opens with that day and time already filled in.
• The New appointment button at the top of the Calendar or Appointments page.
• The + button. Bottom right on a computer, or in the middle of the bottom bar on a phone. Choose New appointment.
• From a client. Open a client and click New appointment. The client is filled in for you.
• The keyboard. Press Ctrl + A anywhere, or N while you’re on the calendar.

Fill in the appointment

1. Choose the client

   Start typing the client’s name, email or phone number in the Client box and pick them from the list. Booking someone new? Choose Create new client to add them without leaving the form. See Add your first client.

2. Choose the appointment type

   Pick from the Appointment type list. The length comes from the appointment type. If it’s a flexible location type, such as a home visit, you’ll also be asked for the Appointment address.

3. Set the date and time

   Check the Date, Starts and Ends times.

4. Add any extras

   • + Dependant: the appointment is for someone in the client’s care, such as their child. Enter the dependant’s full name.
   • + Repeat: book a series of appointments in one go. Choose how often it Repeats and How many appointments in total.

5. Decide whether to notify the client

   Tick Send notifications to the client if you want them to get a confirmation and reminders. It’s off unless you tick it, so nothing goes to a client by accident. The form tells you which way it’s set, and warns you if the client has no email address or phone number to send to.

6. Book it

   Click Book appointment. You can then Book another, or book the same client again a week later in one click.

Block off time

To keep time free, for example for a long lunch, admin or a day off, switch the form from Normal appointment to Personal / blocked time. Give it a Title, set the date and times, and click Block time. Clients won’t be able to book online during that time.

Booking for a colleague

If you can book for other people in your practice, the form has a Book for list at the top. It’s set to you to start with. Choose a colleague to book the appointment in their diary.