Managing the schedule

Appointments is an agenda, not a wall calendar: today pinned on top, grouped by day, with a count of who still needs confirming. Unconfirmed visits grow an amber edge that turns red as the visit gets close — the schedule shows you where to spend your next five minutes.

1. 1Click any row to open the visit drawer: confirm, send a reminder email, reschedule, mark completed or no-show.
2. 2Reschedules use the same live slot grid patients see, keep the visit’s length, and email the patient the new time automatically.
3. 3Select several rows to send reminder emails in one batch.
4. 4Filter chips cover the useful slices: unconfirmed, needs intake, new patients, cancellations.

Where bookings come from

Every visit carries its source — your public site’s booking page, the patient portal, or the front desk — so you can see which channels actually fill chairs. If Open Dental is connected, bookings push into it automatically and cancellations clear the old slot there too.