1. Add Providers
Go to the scheduler settings.
Add each provider who will be taking appointments.
Set their availability (days, hours, breaks, etc.).
2. Add Appointment Types
Define your services (e.g., “New Patient Visit,” “Adjustment,” “Massage”).
Customize duration, colors, and availability.
Choose appointment duration in 15-minute increments.
3. Customize Your View
Use the Day View or Week View tabs for different layouts.
Filter by provider or appointment type to simplify your view.
Adjust zoom level or shrink the schedule layout to fit more hours on screen.
4. Schedule an Appointment
Add or Search for a Patient
Click “Add Appointment”.
Use the search bar to find an existing patient.
Or click “New Patient” to enter details (name, phone, email, etc.).
5. Reschedule an Appointment
Click on the existing appointment.
Drag to a new time slot, or open it and choose “Reschedule.”
Make sure to select a future date.
6. Download the mobile app on your phone's app store
View your schedule
Scheduler, reschedule, cancel patient appointments from your phone
Look up patient information
View your inbox