Create an Appointment
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An appointment puts a client and their pet on the calendar. When the patient arrives, you check them in from the appointment.
Where to Find This Section
Section titled “Where to Find This Section”- New → New Appointment at the top of any page.
- On the Appointments calendar, select a time range. The form opens with the start time and duration filled in.
- New Appointment on a client’s or a pet’s record. The form opens with them already selected.
How to Add an Appointment
Section titled “How to Add an Appointment”- Open the form from one of the places above.
- Fill in the fields.
- Click Create Appointment.
Form Fields
Section titled “Form Fields”| Field | Notes |
|---|---|
| Customer | Required. If the client is new, click Add Quick Customer under the field |
| Pet | Optional. If the pet is new, click Add Quick Pet. Choosing a pet also fills in its owner and shows a summary of the pet beside the form |
| Visit/Appointment Type | Required. It fills in the type’s default duration |
| Veterinarian / Staff | Optional. Only staff shown in the calendar appear here |
| Appointment Date and Time | Required |
| Duration (min) | Required. Up to 1440 minutes |
| Notes | Optional. Clients never see it |
| Reminders | On by default |
The type and staff lists narrow each other. If you pick a staff member first, you see only the types they provide. If you pick a type first, you see only the staff who provide it. Both are set on the staff member’s record. See Users and roles.
Once the date and duration are set, the form shows the start and end time under Appointment Hours.
Reminders follow your notification settings and each client’s own notification switches. See Add a client.
Availability Warnings
Section titled “Availability Warnings”When a staff member is selected, Veterian checks whether they can take that time. It warns you if:
- the clinic is closed at that time,
- the staff member isn’t working at that time,
- the staff member already has an appointment then.
The warning doesn’t stop you from saving. To pick another time, click Show available slots and choose one of the staff member’s free times.
Booking a Past Date
Section titled “Booking a Past Date”You can book a time that has already passed, for example to record a walk-in afterwards. The form then warns that the client won’t receive any appointment notifications. It also ticks Mark the appointment as no show.. If you untick it, the appointment is marked as arrived.