Appointments & Schedules

This guide explains how patients can book appointments and how you can manage schedules in ProMediClinic.

🚀 How Clients Book an Appointment

Booking an appointment is a straightforward process for your clients. Here’s a detailed look at how it works from their perspective:

1. Visit Your Scheduling Page:

   • Clients start by visiting your public scheduling page. You can share this link on your website, in your email signature, or directly with clients. This page lists all of your available services (event types).

2. Select an Event Type:

   • The client chooses the service they want to book. Each event type can have its own duration, price, and availability, giving you full control over your offerings.

3. Choose a Date and Time:

   • A calendar will display your real-time availability for the selected service. The client can easily pick a date and time that works for them, eliminating the back-and-forth of scheduling.

4. Enter Their Details:

   • The client will be prompted to enter their contact information. If you've added any custom fields to the event type (like "How did you hear about us?"), they will appear in this step.

5. Confirm the Appointment:

   • After reviewing all the details, the client confirms the appointment. If you've required payment at the time of booking, they will be prompted to enter their payment information.

6. Receive Confirmation:

   • Once the booking is complete, both you and the patient will receive an instant email confirmation. The appointment will also be automatically added to your ProMediClinic calendar.

📋 How to View Your Schedules

You can easily keep track of all your upcoming and past appointments from your dashboard.

1. Navigate to Schedules:

   • From your main dashboard, click on the "Schedules" section in the navigation menu. This is your central hub for all appointment-related activities.

2. View Your Appointments:

   • The schedules page will display a list of all your appointments. You can use the filters at the top of the page to narrow down the list by date range, event type, or status (e.g., confirmed, pending, canceled).

3. Calendar View:

   • For a more visual overview of your schedule, you can switch to the "Calendar View". This allows you to see your appointments laid out for the week or month, helping you to better manage your time.

🛠️ How to Manage Appointments

ProMediClinic makes it easy to manage your appointments directly from the Schedules page.

1. Find the Appointment:

   • First, locate the appointment you want to manage in either the list or calendar view. You can click on any appointment to see its full details.

2. Cancel an Appointment:

   • To cancel, open the appointment details and click the "Cancel" button. You'll have the option to provide a reason for the cancellation. The client will be automatically notified of the cancellation via email.

3. Reschedule an Appointment:

   • To reschedule, click the "Reschedule" button. This will open the scheduling calendar, allowing you to select a new date and time. The client will be notified of the updated appointment details.

4. Confirm a Pending Appointment:

   • If an appointment is in a "pending" state (e.g., waiting for your manual approval), you can confirm it by clicking the "Confirm" button. This will finalize the appointment and notify the client.

Related Documentation:

• Event Types
• Dashboard