Schedule & Appointments
Finding your way around the calendar, booking and moving appointments, and tuning the schedule to suit you.
Click Schedule in the sidebar. Across the top: Day / Week / History tabs, a New button, a Columns button, and a Settings (⚙) icon.
Common tasks
| I want to... | Do this |
|---|---|
| Book a visit | Click an empty slot in Day view → pick the patient and Type → Create Appointment |
| Book and set the length at once | Drag down a column, then fill in the panel |
| Book from the pet's file | Open the pet → ⋯ → Book Appointment - or straight from the patient list, on that row's ⋯ |
| Add a patient mid-booking | Patient card → + → fill the form (→ Need a new client? if the owner is new too) |
| Open or edit a booking | Click the tile → change fields → Save |
| Move it | Drag the tile. It saves the moment you let go - an Undo appears for ~5 seconds |
| Make it longer or shorter | Drag the top or bottom edge of the tile |
| Check a patient in | Open it → the big action button reads Check in |
| Start the visit | Same button, now Start consult - creates the consult and opens it |
| Finish up | Same button, now Check out |
| Cancel or mark a no-show | Open it → Status (bottom row) → Cancelled or No Show → Save |
| Un-cancel | Open it → Reschedule - resets it to Scheduled |
| Block out lunch or admin | New → Time Block → set the time → pick the type → Create |
| Delete for good | Open it → red Delete (bottom-left) → confirm. Permanent |
| Choose which columns you see | Columns → tick them (Day view) or pick one (Week view) |
| Change your working hours or zoom | ⚙ → Day Start/End, Density, Snap → Save |
| Look back over past visits | The History tab |
The three views
| View | What it's for |
|---|---|
| Day | One day, a column per vet or nurse. Time down the left, 8am-6pm by default. A red line marks now |
| Week | Seven days across, one staff column at a time (on purpose, to stay readable). Pick the column with Columns |
| History | A searchable table of appointments that have already happened, newest first |
Your Day/Week choice is remembered next time you sign in.
Booking from a Week view that's filtered to one person now books into that person. Clicking an empty slot used to hand the appointment to the clinic's default column instead of the vet you were looking at, while the New button got it right - the same intent, two answers. Fixed in August 2026. With no column picked, a slot click still leaves the vet unset and falls back to the clinic default, which is deliberate: nothing on screen says who you meant.
History view (the look-back one)
Search by patient, owner, vet or reason. Filter by vet or status (for example, only No-shows). Click Newest / Oldest to flip the order.
The patient, the owner and the Visit column are links - click one to go straight there. A dash in the Visit column means no visit record was ever started for that appointment. Clicking anywhere else on the row opens the appointment itself, and the ⋯ at the end holds the same destinations plus Change status, for tidying up after the fact - marking a no-show you forgot on the day, say.
To fix several at once, tick the boxes at the left of each row and use Change status on the bar that appears.
History shows past appointments only, and never time blocks. You can jump here from the dashboard's Recent appointments card, or bookmark …/schedule?view=history.
Walk-throughs
Gotchas
- Dragging saves instantly. No "are you sure?" for an ordinary move - a small accidental drag really does shift the appointment. Click Undo in the message at the bottom within ~5 seconds. Dragging only changes time and column; open the appointment to change anything else.
- Clashes warn but never block. Overlapping another patient in the same column shows an amber "You can still book it" note above Save. Two pets belonging to the same client pass quietly, since that's usually a deliberate back-to-back visit. Dropping a drag onto another client's appointment is the one case that asks first.
- "One of these required" on three fields at once means you need at least one of patient, reason or notes. Most people add the patient and the errors clear.
- Statuses are a guide, not a locked sequence. Nothing stops you jumping from Scheduled straight to Completed. The big action button always offers the correct next step; the Status box lets you skip about for corrections.
- Bookings outside your working hours aren't hidden. A 6:30pm visit on an 8am-5pm calendar shows as a small clock chip in the column header. Click it to open. Seeing chips often means your Day Start/End is narrower than your real day.
- Deceased and inactive pets are hidden in the patient search until you turn on Show deceased & inactive. They then appear with a badge - read it before picking. On a Completed or Cancelled appointment the patient is locked in and can't be swapped.
- Reschedule just opens the editor - there's no special "move it" screen. Change the Date, Start, Duration or Column and save. The exception is a Cancelled or No Show appointment, which gets a real Reschedule button that resets it to Scheduled.
- Time blocks look like short appointments. Look for the diagonal stripes and the missing patient name.
- No print option on the appointment panel. The old Print details entry only handed the panel to your browser's print dialog, so it was removed rather than left looking finished. A proper printable layout is planned - see Printing & PDFs.
Appointment types (colour and default length) are managed in Settings → Appointment Types - see Appointment types.
Related
Consultations - what happens after Start Consult · Patients · Clients · Settings