Appointments & Reminders
Booking, rescheduling, SMS / Email / WhatsApp reminders, recall automation, reducing no-shows.
How do I book a patient appointment?
Sidebar → Appointments → + New Appointment. Search the patient, pick the doctor, date, time and duration, add custom reminders if needed, and Save. Reminders fire automatically.
Updated 2026-05-26
How do I reschedule or cancel an appointment?
Open the appointment → Edit (for reschedule) or Cancel appointment. The patient gets a fresh reminder for the new time, or a notice that the visit is cancelled.
Updated 2026-05-26
How do I override reminders for one appointment?
Open the appointment’s Custom Reminders section. Add up to 3 custom reminders — each with an interval (5 min to 30 days before) and channels (SMS / Email / WhatsApp).
Updated 2026-05-26
How do I set up WhatsApp appointment reminders?
Settings → Integrations → WhatsApp → Connect. After your clinic is WhatsApp-connected, the WhatsApp checkbox is available on every appointment. Patients receive reminders on the channels you tick.
Updated 2026-05-26
How do I reduce no-shows at my clinic?
Three-touch reminder pattern that works: booking confirmation immediately, day-before nudge in the evening, morning-of nudge 2 hours before. Set as default in Settings → Reminders.
Updated 2026-05-26
How do I mark an appointment completed or no-show?
Open the appointment → click the status pill → pick Completed, No-show, or Cancelled. Status feeds your dashboard metrics and any future recall list.
Updated 2026-05-26
How do I check whether my SMS, WhatsApp, or email was delivered?
See every message your clinic sent with its delivery status — Delivered, Failed, Bounced or Read. A Refunded badge means a failed message’s credit was returned.
Updated 2026-06-13
Why are the WhatsApp and Follow up buttons greyed out on my calendar?
The calendar’s WhatsApp and Follow up quick-actions are gated by a clinic consent toggle. Turn it on under Settings → Notifications to re-enable the buttons.
Updated 2026-06-13