What info is required when adding a new appointment?
For the normal appointments, the following fields are required:
Staff/ Doctor – it’s automatically prefilled with the logged user, but can be changed (for example, if the Receptionist takes the appointments)
Client/ Pet Owner – it searches in the CRM database
Pet – displays all the pets that belong to the Client
Service – the reason for the visit
Date – the date and hour
Notify Client – the client will receive a notification regarding the appointment, via email or SMS
Confirmed by Client – if this is unchecked, the client will receive a notification to confirm the appointment; if the client already confirmed with you the appointment, check the Confirmed by client option – in this way he only receives a reminder about the upcoming appointment
Message (optional) – this message will be sent to the client if ‘Email’ notification is selected
Observations (optional) – these are internal comments that can be viewed only by the clinics’ staff
To add a quick appointment, check the option Quick Appointment – New Patient.
The only required information in this appointment type is the client and pet name, the service and the date. This option doesn’t send any notification to the client.