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Bookings

For staff

Some pages in this section are for front-desk staff and people who manage clinic settings. They carry the same label.

Bookings is the practice diary: your day, your week, your hours, and the follow-ups your patients need. These guides show you around it, one screen at a time.

Read the pages in this order:

  1. Open the diary — get to the diary and back out.
  2. Today, week and month — the five ways to look at the diary.
  3. New booking — book a patient in.
  4. Cards on the day — change, finish or open a booked visit.
  5. Weekly hours and blocks — set when patients can book.
  6. Practice day — the whole practice on one board.
  7. Front desk on the day book — arrivals, no-shows, texts and bills.
  8. Recalls and follow-ups — plan the next visit before the patient leaves.
  9. Ask Agent D about the diary — the same diary, in plain words.

Last checked: 03/10/2026.