Create a Casual Appointment

A Casual appointment can be used for a walk-in client or to block out a time space in the calendar for any other reason e.g. an all day seminar or a day off etc. If used for a walk-in Client, please note that the Client can not be invoiced from the appointment nor can any of the other usual appointment functions be carried out.

1. With the Appointment Book open, right click and select New Appointment OR double click on the calendar, in the relevant spot.
2. The Edit Appointment form will display. For full details on all of the fields in the Edit Appointment screen click here.
3. By default a Client Appointment will be created.

To create a Meeting click here.

Click Casual to create a casual appointment.

4. The Edit Appointment form will change to display a free text field.

Client/Appointment details: Enter your Appointment details into the free text field displayed above.

Date and time: This will default in if the Appointment date has already been selected in the calendar.

• Choose the Start Time by clicking on the up and down arrows OR type the time into the field.
• Follow the same steps above to update the End Time if required.

Practitioner: The Practitioner will default in from the calendar selected.

Location: This will default in from the Practitioners calendar.

Click here for details about Practitioner Availability.

5. Click OK to save and close.

There are some fields unavailable for use in a Casual Appointment. Please click here to view these.