Book an appointment for a client

Put a client on the calendar for a service with a staff member at a time that is open, and choose how the visit is paid.

Who can do this: Staff with access to Schedule
Where in Oben: /schedule

Book from the calendar, or start from a client's record so the client is already chosen.

Steps

Open Schedule and click an empty time in a staff member's column. A quick card opens beside it. For the full panel, select More options, or select New appointment at the top.
Under Client, type a name, phone, email or date of birth and choose them from the list. If your role can open leads, open leads are listed too, marked Lead. To add someone new, choose to add a client from the list, then select Add and select.
Under Service, choose the service. Under How, choose in person, video or phone if the service offers more than one.
Under Time, choose a time. Select Other day… to pick a different day. In the full panel, With chooses the staff member.
Under Payment, choose Charge the card on file, Send a pay link or Collect at the visit. A visit a program covers shows nothing to charge.
Optional: open Add a team note. Only staff see it.
Select the book button. It names the visit, such as Book video visit.

To start from a client instead, open Clients, choose the client, open the Appointments tab and select Book appointment. The booking panel opens with that client chosen. The same tab lists the client's Visit requests from the portal.

Good to know

Times show in the clinic's time zone, shown at the top of the calendar.
If you book outside a staff member's set hours, tick Outside their working hours. Book it anyway. A conflict or a changed time is still refused.
The book button says what is missing, such as Choose a client or Choose how it happens, until the visit can be booked.
Booking a lead makes them a prospect. If the time is refused, they stay a lead.
Keep notes operational. Clinical details belong in the chart.