Appointments

This series will concentrate on using the appointment diary on the Eyebooked for business portal. If you have watched the series on getting started with Eyebooked you should now be familiar with how to create a consultant, an appointment type and linked service charge and set up a clinic ready for appointment booking. If you have not watched these tutorials we recommend going back and watching the episode “How to create a consultant, service charge, appointment type and a clinic” before watching these tutorials and make sure you have set up your clinics ready for booking so you can follow along with this tutorial series. In this series we will cover the basics of booking an appointment, updating an appointment, setting automated reminders and sending booking confirmations for your clients, when they book in person or over the phone.

An introduction to the appointment tutorial series

How to use the appointment diary and how to create a simple appointment for a new client

How to reserve appointment slots for special use

How to update an appointment and create a new patient from the appointment

How to create an appointment for an existing client

How to safely delete an appointment

How to generate a PDF of your clinic list

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