Scheduling Appointments

Accessing the Scheduler

1. Click the calendar icon in the left toolbar to open the scheduler.

Creating a New Appointment Type

1. In the scheduler, click add new appointment type in the top-right corner.

2. Enter the following details:
• Appointment name
• Appointment type (for example, Flu Vaccines)
• Duration

3. Click Save.



 

Setting Appointment Availability

1. Click show times to view custom time slots.

2. Click the plus (+) icons to add availability for specific days of the week.

3. Enter the desired time slots and save your changes.

1. Scroll down and click the hours button.

2. A pop-up will appear allowing you to enter date-specific availability.

3. Enter the correct information and click save.

Accessing and Testing the Appointment Booking Link

1. Navigate to the settings tab.

2. Click scheduler. The same appointment type and availability setup can also be managed from this screen.

3. In settings, locate the pharmacy information section at the top.

4. Click the three dots in the top-right hand corner.

5. Select Download QR Code.

6. A PDF will open.
• Scroll down to find the appointment booking page link.

7. Open the link in your browser.

8. Complete the booking form and submit it to test your new appointment type.

9. If successful, you will receive a confirmation email.