Quick Appointments are designed to expedite the scheduling process for new clients or patients not yet in your system. These appointments require minimal information, making it easy to book appointments swiftly, especially during busy times.
This type of appointment is marked in the Calendar with a teal thunder icon so you can easily recognize them. When they arrive, you can easily create an account for them and add the rest of the missing details, and the quick appointment will be associated with their history. You can this by clicking on the teal 'Add patient' button on the appointment card, from where you can start creating their profile.
Ways to Add a Quick Appointment
A 'Quick Appointment' can be added from the Calendar page, either by clicking on the purple button or by picking a time slot in the calendar and switching to the quick appointment modal. You can also right-click in the calendar and select the 'Quick Appointment' option directly.
Quick Steps to Add a Quick Appointment
For quick appointments, the only necessary details are the client’s name, patient’s name, service or appointment type, and the date and time. This streamlined process allows you to book new clients who call in without the need for extensive information.
Quick appointments are automatically considered 'Confirmed.' No notifications or reminders are sent to the client for this appointment type.
Create a new Client or Patient from a Quick Appointment
You can easily create a new client and patient profile or just add a new pet to an existing client, directly from your quick appointments.
By clicking on the 'Add patient' button from the appointment card, you will be redirected to the client / patient registration form. The information from the appointment will be already filled in (such as client name, phone number or email, and patient name).
Fill in all the client details and go to the next step for the patient information.
If the client is already in the system, click on the 'Add pet to existing client' button from the top right, select the client, and just fill in the patient details.
After saving, the appointment will be linked to the new patient, and it will be visible on their profile. The appointment on the calendar will also be marked as a 'normal' appointment (with a 'Confirmed' status), and all the client and patient information will be displayed there as well.