Calendar & appointments

The Calendar is the heart of your day. It shows every appointment in your clinic and lets you manage them in seconds.

Create an appointment

1. Open Appointments from the menu.
2. Click an open time slot (or New appointment).
3. Choose the patient (or create one on the fly), the reason/treatment, the doctor and the operatory.
4. Save. If the patient has WhatsApp, they'll get the confirmation and, later, the automatic reminder.

Reschedule or cancel

Open the appointment and change the date/time, or mark it as canceled or no-show. Keeping the status up to date feeds your no-show and reactivation reports.

Appointment states

• Scheduled — confirmed on the calendar.
• Attended — the patient came and was seen.
• No-show — a miss; it counts toward recall campaigns.
• Canceled — canceled with notice.

Appointments created by the bot

When the WhatsApp bot books on its own, the appointment appears here automatically, with the patient's source recorded.

Best practices

• Keep your hours and operatories up to date so the calendar doesn't offer invalid slots.
• Turn on reminders to cut no-shows.