Appointments and opening hours

Create an appointment

1. Open Appointments.
2. Select an empty time in the calendar, or select Create appointment.
3. Choose the appointment type. The menu can include a client appointment, another appointment, an Event, a closure for Online Booking, or a waiting-list entry. Optional choices appear only when the related App is active and you have access.
4. Set the start and end date and time.
5. For a client appointment, select an existing client. If your role allows it, you can create a client from the appointment form.
6. Select a calendar you are allowed to edit.
7. Add the relevant service or services when the form offers them.
8. Review any available recurrence, reminder, confirmation, note, voucher, or practitioner options.
9. Save the appointment.

Saving records the appointment in Practize. It does not prove that an email or SMS reached the recipient. Confirmation and reminder options require the corresponding message setting and suitable contact information on the client.

Find and change appointments

Use Month, Week, Day, or Overview to change the calendar display. The available views depend on your calendars and account configuration. Use the date controls to move backward or forward or return to today.

Open an appointment to see the actions available to your role. Depending on its type and status, you may be able to edit it, move it, change its status, cancel it, or delete it. Recurring appointments can require a separate choice about which occurrences to update. Check the final confirmation before applying a change.

The eye control can hide appointment details on screen when you need more privacy. This display option does not change who can access the underlying appointment.

Configure opening hours

Opening hours appears when Online Booking is active and you can edit at least one calendar that is available online.

General opening hours define the usual periods offered through Online Booking. Specific opening hours and closures can override the general schedule for particular dates. These settings contribute to online availability, but a time can still be unavailable because of an existing appointment, service rules, calendar selection, buffers, or other booking settings.

If a control is missing

• Ask the practice owner to check your calendar and booking permissions.
• Confirm that the calendar is assigned to you and is editable.
• Confirm that Online Booking, Events, or Waiting List is active before looking for its controls.
• Check that the required service is assigned to the selected calendar.
• Correct overlapping times or invalid start and end values shown by the form.

The assistant cannot inspect a particular appointment, client, calendar, or delivery result. Use the authorized Practize screen for account-specific information, and do not include client names, health details, contact details, or appointment notes in a product-help question.