This article relates to version 4 of myPractice.
This article has links to the various part of the Appointment Book documentation available via the Help tab > Help in myPractice.
The Appointment Book is the foundation of myPractice. Here you can schedule appointments from your clients, send reminders, enter new clients, create inovoice and payments and more.
Appointment Book Layout
This includes details of all the toolbars and menus seen on the Appointment book
Create a new appointment, either Client, meeting or casual
Create a Recurring Appointment
These can be used for creating Meetings and setting Practitioner Availability only.
Edit an Appointment
Updating an Appointment after it has been created
Finding a Practitioners free timeslots
This is a search function that allows use to looks for free appointment slot for a specific practitioner
Practitioner Availability Schedule
Used to set when a Practitioner is available and what Location they are working from. Setting these causes this information to be defaulted into any appointments created in an available time slot.
Adding Clients to the Waiting List
This is a basic function that can be used to manage any clients waiting for an appointment. An appointment can be created from here.
Quick View Appointment List
The daily appointment list shows you a list of your (as defined by your login) appointments for today's date. Please note that users with their access level set to Reception will see a list of all appointments for all practitioners.
Icons, Menus, Shortcuts and Toolbars
This section covers the various icons, toolbars, shortcuts and menus used in the myPractice Appointment Book with the exception of the Practitioner Availability menu which can be found under the Practitioner Availabilty Schedule section.
Sync with Google Calendar & iCal
How to setup synchronising to Google Calendar
Exporting to MS Outlook
The myPractice Appointment book can be exported into a Microsoft Outlook calendar
Notes are used to send yourself and your staff messages and reminders
Clicking on the Practitioner Diary Selector displays the wrong Practitioner
Troublshooting the display of calendars
How do I cancel an Appointment?
Details on how to cancel an appointment.
Discusses the various options on how to print a calendar
Notify a User about Appointment changes or Tasks Due
How to set up notification of appointment changes for a Practitioner or notification of Tasks Due for any user.