Prepare and review the Clinic schedule
An approved manager can configure places, availability and appointment records.
Approved preview
These instructions are for users with approved preview access. Reading them does not enable a workspace or open public signup. Check each guide for current limits.
Where: Approved seller workspace → Clinic schedule
Before you continue
The public Clinic page does not grant workspace access. These screens require an approved preview environment, current membership and Clinic access. Use fictional records supplied for your preview. Schedule setup does not open clinical records or collect payment.
- Open Clinic schedule with an authorised manager account. Select the UTC day and View day. Check the timezone before entering appointment times.
- Use the place and doctor forms to prepare the location and practitioner. Enrol an existing contact using the patient form; this screen does not create a clinical record.
- Select the place, doctor, Available or Blackout window, and UTC start/end times. Choose Add window and check the saved windows.
- In the appointment form, select a place, doctor and enrolled patient. Enter UTC start/end times. Record who pays only when known; Guardian or Another person requires an existing contact from the picker.
- Choose Book appointment and inspect the recorded visit. Use only the status actions offered on that appointment. If another change causes a conflict, reload and inspect the current record before repeating an action.
A payer label records the relationship entered by staff; it does not collect payment or verify the payer. The screen shows the first 100 appointments and windows and labels truncated results. Narrow to another UTC day when reviewing further records.