Diary Management

Introduction to Diary Management
On this page:  Basic Diary Functions Change Time Increments Change Diary Hours view Add Notes to Appointments Edit Notes in Appointments View Appoint...
Wed, 14 Aug, 2024 at 9:45 PM
How to change the timezone for your clinic
If you need to update your clinic's timezone, you can do this from Business Setup -> Your Clinic -> Timezone. This allows notifications to be sent...
Wed, 22 Jul, 2020 at 3:52 PM
How to edit working hours
This article shows how you can edit the hours (and locations) that a practitioner is available.  To change the view of your Diary so you can see all ava...
Fri, 22 Dec, 2023 at 4:32 PM
Colour coding the Diary
You can colour code your appointments.  There are three ways appointments are colour coded in the diary. Please be aware that colours in the diary are a...
Fri, 22 Dec, 2023 at 4:35 PM
How do I change my profile picture?
This article shows you how to change an employee's profile image that appears on your diary screen. Select Employees from the left hand navigation m...
Mon, 27 Jul, 2020 at 11:56 AM
How to reschedule an appointment - New Diary UI
In the Diary, you can drag and drop appointments to different times within a day, or to a new time on a different day within the same week, you can also use...
Fri, 22 Dec, 2023 at 5:11 PM
Creating Blocks - New Diary UI
Within the Diary, you can block out times to not allow online patient bookings.  1. Go to Diary -> right click in the time slot that you want to star...
Fri, 22 Dec, 2023 at 5:17 PM
Adhoc Shift Availability - New Diary UI
Creating an Adhoc Shift gives you the ability to open a one off block in your diary on a day that is normally closed.  Adhoc Shifts are only to be us...
Thu, 28 Mar, 2024 at 9:08 AM
How to use the Waitlist - New Diary UI
The Waitlist option is available only through the Practitioner Diary. Client's cannot add themselves to the waitlist from the online booking.  To ad...
Fri, 22 Dec, 2023 at 5:23 PM
CPE Tracker
No longer keep a manual log of seminars, webinars and conferences you attend nor do you need to search for those attendance certificates in order to collate...
Fri, 3 May, 2024 at 4:12 PM