[{"data":1,"prerenderedAt":315},["ShallowReactive",2],{"help-article-\u002Fhelp\u002Fen\u002Fgetting-started\u002Ffirst-appointment":3,"help-siblings-en-getting-started":296},{"id":4,"title":5,"body":6,"category":284,"description":285,"draft":286,"extension":287,"meta":288,"navigation":290,"order":291,"path":292,"seo":293,"stem":294,"__hash__":295},"help_en\u002Fhelp\u002Fen\u002Fgetting-started\u002Ffirst-appointment.md","Your first appointment: the calendar and creating appointments by hand",{"type":7,"value":8,"toc":275},"minimark",[9,13,17,24,29,37,55,59,120,132,136,158,176,180,187,214,231,246,250],[10,11,5],"h1",{"id":12},"your-first-appointment-the-calendar-and-creating-appointments-by-hand",[14,15,16],"p",{},"The calendar is where every appointment lives - the ones staff create by hand and the ones clients book online.",[14,18,19],{},[20,21],"img",{"alt":22,"src":23},"The appointments calendar in week view","\u002Fimages\u002Fhelp\u002Fen\u002Ffirst-appointment--calendar-2x.webp",[25,26,28],"h2",{"id":27},"open-the-calendar","Open the calendar",[14,30,31,32,36],{},"Click ",[33,34,35],"strong",{},"Appointments"," in the sidebar. Desktop opens in Week view, phones in Day view; switch to Month from the toolbar, or move with the previous\u002Fnext\u002Ftoday controls. The grid covers 08:00-19:00.",[14,38,39,40,43,44,47,48,43,51,54],{},"Two dropdowns narrow the view: ",[33,41,42],{},"Specialist"," (default ",[33,45,46],{},"All specialists",") and ",[33,49,50],{},"Room",[33,52,53],{},"All rooms",", shown only if your clinic uses rooms). Picking a specialist greys out the times they are not working.",[25,56,58],{"id":57},"add-an-appointment-by-hand","Add an appointment by hand",[60,61,62,70,81,100,115],"ol",{},[63,64,65,66,69],"li",{},"Press ",[33,67,68],{},"Add Appointment"," in the page header, or click and drag an empty slot, which pre-fills the times.",[63,71,72,73,76,77,80],{},"Search for the client under ",[33,74,75],{},"Client",". No match opens a ",[33,78,79],{},"New client"," form inline; a name is enough - phone and email are optional - and the client is created together with the booking.",[63,82,83,84,87,88,91,92,95,96,99],{},"Choose the ",[33,85,86],{},"Employee \u002F Doctor",", check ",[33,89,90],{},"Start Time"," \u002F ",[33,93,94],{},"End Time",", and add ",[33,97,98],{},"Notes (Optional)"," if needed.",[63,101,102,103,106,107,110,111,114],{},"Tick what's covered under ",[33,104,105],{},"Services \u002F procedures (one or more)"," - the end time recalculates from the combined duration but stays editable. If a service needs a ",[33,108,109],{},"Cabinet \u002F chair"," or ",[33,112,113],{},"Equipment",", pick one; double-booking a specialist, room or equipment is blocked.",[63,116,65,117,119],{},[33,118,68],{}," to save.",[14,121,122,124,125,127,128,131],{},[33,123,75],{}," and ",[33,126,86],{}," are required, and end time must follow start time. An appointment made this way saves as ",[33,129,130],{},"Confirmed"," right away - staff made it directly, so there is nothing for the client to approve.",[25,133,135],{"id":134},"edit-or-reschedule","Edit or reschedule",[14,137,138,139,142,143,146,147,124,150,153,154,157],{},"Click any appointment to reopen it. Edit mode adds a client header with a ",[33,140,141],{},"Client card"," shortcut, plus ",[33,144,145],{},"Details",", ",[33,148,149],{},"Procedures",[33,151,152],{},"Invoice"," tabs (Invoice only once one is issued). ",[33,155,156],{},"Save Changes"," never alters the status.",[14,159,160,161,164,165,124,168,171,172,175],{},"To reschedule, drag or resize the appointment. An ",[33,162,163],{},"Update appointment?"," dialog shows ",[33,166,167],{},"Before",[33,169,170],{},"After"," - ",[33,173,174],{},"Confirm"," saves it, dismissing keeps the original. Moves outside 08:00-19:00 or under 15 minutes are rejected first.",[25,177,179],{"id":178},"what-the-statuses-mean","What the statuses mean",[14,181,182,183,186],{},"The legend shows Confirmed, Pending approval, Invoice issued, Paid \u002F closed and Cancelled; individual appointments can also show ",[33,184,185],{},"Done",".",[14,188,189,192,193,196,197,91,200,202,203,206,207,110,210,213],{},[33,190,191],{},"Pending"," applies only to online bookings awaiting approval - a staff-made appointment never carries it. A new one raises a ",[33,194,195],{},"New online booking"," toast (",[33,198,199],{},"View",[33,201,174],{},") on any dashboard page, plus a counter badge next to ",[33,204,205],{},"Daily dashboard"," in the sidebar. Open it for ",[33,208,209],{},"Confirm booking",[33,211,212],{},"Reject"," - rejecting cancels it and frees the slot; there's no separate cancel step.",[14,215,216,217,124,220,223,224,227,228,186],{},"Once confirmed, the drawer instead offers ",[33,218,219],{},"Send to POS",[33,221,222],{},"Issue invoice"," (a second click asks ",[33,225,226],{},"Confirm & issue invoice","); once paid, the calendar shows ",[33,229,230],{},"Paid",[14,232,233,234,237,238,241,242,245],{},"To cancel an appointment, open it, press ",[33,235,236],{},"Cancel appointment"," and confirm. It stays in the calendar with the ",[33,239,240],{},"Cancelled"," status and the slot becomes available. In the confirmation you choose whether the client gets an email or SMS; for an appointment whose time has already passed, nothing is sent unless you tick a channel. A past appointment that's already paid or invoiced can't be cancelled - mark it as ",[33,243,244],{},"No-show"," or cancel the invoice first.",[25,247,249],{"id":248},"good-to-know","Good to know",[251,252,253,256,259,262],"ul",{},[63,254,255],{},"Month view shows only time and client name; hover any appointment for the full details.",[63,257,258],{},"Editing time, services or notes never resets an appointment's status.",[63,260,261],{},"The drawer's \"Cancel\" button stays in English regardless of your interface language.",[63,263,264,265,124,270,274],{},"See ",[266,267,269],"a",{"href":268},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Fworking-hours\u002F","Set your working hours",[266,271,273],{"href":272},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Fservices-and-catalog\u002F","Services and catalog"," for related setup.",{"title":276,"searchDepth":277,"depth":277,"links":278},"",2,[279,280,281,282,283],{"id":27,"depth":277,"text":28},{"id":57,"depth":277,"text":58},{"id":134,"depth":277,"text":135},{"id":178,"depth":277,"text":179},{"id":248,"depth":277,"text":249},"getting-started","Open the calendar, add an appointment by hand, and understand what each status means.",false,"md",{"key":289},"getting-started\u002Ffirst-appointment",true,5,"\u002Fhelp\u002Fen\u002Fgetting-started\u002Ffirst-appointment",{"title":5,"description":285},"help\u002Fen\u002Fgetting-started\u002Ffirst-appointment","JjAfHccOT-uxft9uxTeHNdWp2ciz1nSBZPYe-0trzA8",[297,300,302,305,308,309,312],{"path":298,"title":299},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Fwelcome","Getting started with Tervita",{"path":301,"title":269},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Fworking-hours",{"path":303,"title":304},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Fservices-and-catalog","Services and the catalog: add and organize the services clients can book",{"path":306,"title":307},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Fteam-and-roles","Employees, roles and invitations: get your team into Tervita",{"path":292,"title":5},{"path":310,"title":311},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Fpackages","Packages: sell prepaid bundles of sessions",{"path":313,"title":314},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Flocations","Locations: run several branches from one account",1791987022731]