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Step 3 of the setup checklist. One appointment of any kind completes it. You can also select an empty slot on the calendar, which opens the same sheet with that time pre-filled.

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Book it

The sheet is titled Initial Entry and has three tabs — Appointment, Event and Task. Stay on Appointment. (Event and Task are disabled on the free plan.)
1

Choose individual or group

The toggle reads Individual or couple / Group. Group sessions are a paid feature; on the free plan the option shows Upgrade for group sessions.
2

Pick the person

Select Search Client and type a name. Each result shows their ID. If they are not in the system yet, the inline Create client link opens the intake sheet without losing your place — see Add your first client.
3

Choose the service

Under Services, switch between Practice and Clinic, then select Select clinic service. The Fee fills from the service’s price and stays editable. ADD SERVICE adds another line to the same appointment.If the picker says No clinic services configured, use CONFIGURE to go and create one — see Add the services you offer.A client on a membership plan shows a member pricing applied badge and the fee adjusts automatically.
4

Set the time

Under Schedule, enter the date, then a start and end time. The Duration row below updates itself. All day replaces the times.
5

Choose where it happens

Location offers Video Office for a telehealth visit or Physical Office, which reveals a box for the room or address. Choosing Video Office is what makes it a video visit — there is no separate telehealth switch.
6

Choose the provider

Select Provider defaults to Any available provider. Picking a named person is what makes the slot checks and the double-booking warning meaningful.
7

Add notes and check the reminders

Internal Memo (ADD) opens Symptoms Description, Patient Notes and Clinic Notes — all staff-visible only.Under Notification, Email / Auto-sent is on by default, so the person is emailed a confirmation when you book. SMS and Voice are plan-gated.
8

Book it

Check the Appointment Summary, then select Book appointment. The button reads Creating… while it saves.

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Check it worked

  • A toast reads Appointment created successfully, the sheet closes and the appointment is on the calendar in its chosen colour.
  • If Email was left on, a confirmation has gone to the address on the record — so if nothing arrived, check that the record has an email and that its permission is not No Email.
  • The Get Started checklist ticks Schedule your first appointment.

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If something goes wrong

Your working hours have not been set, or the day is outside them. Open Settings › Booking Settings to set availability, or use the CONFIGURE AVAILABILITY button on the message.
The service reserves resources and one of them is taken for every slot that day. Pick another day, another provider, or edit the service’s resource requirements.
A warning, not a block — “You can still book — pick another time to avoid the clash.” Deliberate double-booking is allowed; accidental double-booking is what the warning is for.
The end time has crossed into the next day. Pick an earlier start or a shorter duration — appointments do not span two dates.
That service restricts which providers can deliver it, and none of them are assigned. Edit the service’s Providers section, or leave every provider unchecked there so any available provider can take it.
No one is selected. The button unlocks once a client is chosen (or, in group mode, at least one person has been added).
Day-to-day scheduling — rescheduling, cancellations, the waitlist and check-in — is covered in Appointments.