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Front desk, daily

Managing the schedule

The agenda list, confirmations, reschedules, and the aging colors.

4-minute readAll docs

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. Click any row to open the visit drawer: confirm, send a reminder email, reschedule, mark completed or no-show.
  2. Reschedules use the same live slot grid patients see, keep the visit’s length, and email the patient the new time automatically.
  3. Select several rows to send reminder emails in one batch.
  4. Filter 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 your PMS is connected, bookings push into it automatically and cancellations clear the old slot there too.

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