How your daily list populates in Documenti

The daily list in Documenti is built from your Clinic Membership calendar. When reception books, reschedules, cancels, or marks a no-show, Documenti updates so the clinician’s list matches the diary.

What appears on the list

Patient name and the bookable service name from Clinic Membership.
Appointment time, duration, and assigned clinician.
Status — confirmed visits, cancellations, and no-shows stay in sync.
2-in-1 and bundled treatments show as a combined label on the list.

Typical flow

Book an appointment on the Clinic Membership calendar (or the patient books online).
Clinic Membership sends the appointment to Documenti.
Documenti refreshes the daily list — usually within about a minute.
The clinician opens Documenti and sees the patient on today’s list.

Documenti daily list showing patients booked from Clinic Membership — Wednesday 1 July — four appointments synced from Clinic Membership, with patient, service, clinician, and status.

Tip

If a patient is missing, check they exist on the patient card in Clinic Membership and that sync has had a minute to run. See How patient matching works if the name looks duplicated.

What happens next

How patient matching works
Why a booking might not link to the right patient.
Set up procedures in Documenti
Link consent forms to procedures before treating.
Set up your bookable services
Service names on the calendar are what clinicians see on the list.