Daily clinic tasks

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.