How to make a booking for a walk-in patient Follow

In this article, we will show you how to create a booking for a walk-in patient in Calender with a few scenarios. 

 

Navigating to the booking section in Calendar

To create a booking for a patient in-store, simply navigate to the 'Settings' tab in your Practice Admin portal and select 'Manage availability' to bring up your Calendar view.

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Now that you are on your Calendar page, select the service and corresponding schedule which you want to make a booking for. You will see the pop-up as shown below.

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From there, click the Calendar icon next to the time where you want to make the booking.

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This will open up a new window for you to make a booking for a patient (this is the same booking flow the patient will see if they are booking online for themselves).

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Scenario 1 booking flow: Make a booking for a single patient

Select 'Myself' as you are booking on behalf of the patient.

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Select if they are a new or existing patient to the store.

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Select the appointment type the patient needs and click 'Continue'.

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Capture the patient's details in the following form as shown and click 'Continue'. Please note mandatory fields are marked with a red asterisk.

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Select 'Pay in store' and click 'Book now' to complete the booking.

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Scenario 2 booking flow: Make a booking for a customer who is booking on behalf of someone else

Some examples you may come across:

  • A parent making a booking for her child
  • A caregiver who needs to make a booking for their dependant

Select 'Someone else'

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Select if they are a new or existing patient to the store.

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Select the appointment type the patient needs.

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You can select who will receive confirmation and reminder emails. This is default to 'Patient'.

However, if the person that is making a booking for the patient also wants to receive a copy of the emails, you can choose 'Both'.

Click the 'Continue' to proceed with the booking.

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Fill in the details of the person that is making a booking on behalf of the patient.

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Then proceed to capture the details of the patient in the form below:

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Select 'Pay in store' and click 'Book now' to complete the booking.

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