Schedule & booking4 min read
Book an appointment from the calendar
When a patient calls or messages asking for an appointment, you do not need to write it on paper or keep it in your head — book it directly from the calendar and link it to the patient record.
Updated for the current Clynevia workspace · 2026-08-27What you will learn
- Create an appointment from the calendar
- Link the appointment to the patient record
- Update the appointment status after saving
Create the appointment
- Open Schedule.
- Select New appointment.
- Choose the patient from the list (if they exist), or add a new patient's details if this is their first visit.
- Set the date, time, duration (you can adjust the default length if needed), and appointment type (in-clinic or online).
- Review the details — make sure they are correct — then confirm the booking.
After saving
The appointment appears in the calendar (daily or weekly view) and inside the patient record under Appointments. You can open it from either place to edit details, change the time, or update its status (confirmed, cancelled, attended, no-show). This way everything is documented and organized.
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