Create and manage client appointments in Zanda easily.
You have the ability to create new appointments with clients directly from the calendar. Additionally, you can modify any existing appointments that you have previously scheduled. If needed, you can also remove appointments from your calendar.
In this article:
Creating a New Appointment
You can schedule a new appointment with your client on the Calendar page.
Here’s how:
1. Using you mouse cursor, highlight the time-slot in which you’d like to create a new appointment.
2. The New Appointment Panel will open up.
3. The appointment booking panel is divided into three sections:
- When & Where,
- Client and
- Appointment Details.
Fill in the information asked under each section.
4. After filling in the appointment information, click Save.
This will add your newly created appointment to your Zanda calendar.
Editing an Existing Appointment
You can reschedule an existing appointment or edit its information.
Here’s how:
1. On the Calendar page, click on the appointment you want to edit.
This will put a red box around the selected appointment and open the Appointment Settings Panel.
2. The Appointment Settings Panel is divided into three sections:
- When & Where,
- Appointment Details and
- Invoice.
In this section, you have the option to reschedule the appointment, modify its location, or assign a different health professional to it. Additionally, you can update the appointment status, add flags and notes, as well as revise the amounts, services, and products detailed in the appointment invoice.
3. After making the changes, click Save. This will apply the edits to the appointment.
User Pro Tips:
1. The Appointment Comments section allows you to note the specific Episode of Care associated with the appointment, which is especially useful if you provide treatment for multiple episodes of care to the same client. This will help you to filter the Appointments report by Appointment Notes. The characters limit for one appointment comment is 2000 characters.
2. When you modify the original Service, Pack, or Product, or add additional items to an existing appointment, the Appointment Duration and Time will not be updated automatically. If adjustments to the duration or time are necessary, please manually update the Time in the When & Where section of the Appointment Panel.
3 . You can mark the appointment as 'Rescheduled' in the appointment panel while keeping it in its original time slot. Then, create a new appointment in the desired time slot. This approach allows you to maintain a clear history of the original appointment. Additionally, marking the appointment as 'Rescheduled' frees up the original time slot, making it available for your team to create a new appointment or for clients to book online.
4. Reschedule an appointment by dragging and dropping it on the appropriate time-slot in the calendar. Here’s how:
- To change the date or time of the appointment, drag it with your mouse cursor to the new time-slot.
- To increase or decrease the appointment duration, drag the top or bottom edges of the appointment up and down until it occupies the time-slot you want.
Deleting an Appointment
There are two ways to delete an appointment from the calendar:
Option 1
1. On the Calendar page, click on the appointment you want to delete. This will open the booking panel.
2. Scroll down to the very bottom of the booking panel and click Delete below the Save button.
Option 2:
1. Locate the appointment block on the calendar screen and right click it to open its context menu.
2. Click Delete Appointment.
Viewing Appointment Log
The Appointment Log records all the changes that were made to the appointment. It records the user details, date, time and the nature of the update.
To view the Appointment Log,
- Click the appointment block on the Calendar display to open the Appointment Panel.
- In the Appointment Details section, click on the Show Appointment Log icon.
- View the Appointment Log entries.
