Daily clinic tasks
Reception and calendar — book visits, reschedule, complete appointments, patient documents, and manage patient emails day to day.
Book an appointment from the calendar
Click or drag an empty slot, pick the treatment and patient, and save — including adding a new patient on the spot.
Take a deposit when booking on the calendar
When you save a new diary booking, optionally take the clinic deposit from a card on file — or email a payment link if there is no card.
Reschedule an appointment on the calendar
Drag an appointment to a new slot, or use Reschedule from the appointment card — with live fit checks before you confirm.
Edit, cancel, and complete appointments
Change booking details, cancel a visit, mark complete, take checkout payment, and book the patient’s next appointment.
Live activity and stopping patient emails
See recent diary changes as they happen, and stop a patient email within ~60 seconds if you booked or moved the wrong visit.
Upload documents on the patient card
Store referral letters, consent scans, and other files on a patient record — staff only, up to 15 MB per file.
Still stuck?
Send us a message and we'll get you sorted. If you're logged in, you can also use the ? Help button in your admin dashboard.