On this page:
- Basic Diary Functions
- Change Time Increments
- Change Diary Hours view
- Add Notes to Appointments
- Edit Notes in Appointments
- View Appointment Notes
- Recurring Appointments
- Disable Booking Messages
Watch this video for a quick demo of the diary.
1. Create, edit, move and delete appointments in the diary: Select the Diary from the left hand main menu
2. From the top menu of the Diary you can do the following:
- Select Practitioners
- Select Locations
- Today - if the current view is not showing the current day or week, this button reverts the view back to the current day
- Week - displays the weekly diary
- Day - shows just the current day's diary
- Month - shows the monthly diary
- "<" - regresses the current view by one day, week or month based on the current display period
- ">" - advances the current view by one day, week or month based on the current display period
3. Change time increment in Business Setup -> Your Clinic-> Diary Settings. The business administrator can change this.
- The time increment controls what available times display in the Diary, if set to 15 minutes the diary will show 9am, 9:15am, 9:30am etc.
4. Change the daily hours viewed by going to Business Setup -> Your Clinic -> Diary Settings -> Change starting time -> Change ending time -> SAVE.
Our team recommends you clear cache and cookies periodically as this can affect performance and displaying of certain aspects within SimpleClinic such as the Diary. For steps on this, please click here: How to clear cache
5. Add notes to an appointment: From the Diary -> click to create an appointment -> add to the Notes section as below -> select Save Appointment.
6. Edit Notes in appointment: From the Diary -> Open the appointment -> select Edit Appointment -> edit Notes section -> Save Appointment
7. View Notes in Diary: Hover over appointment in Diary to view notes, as below.
8. Recurring Appointments: From the Diary -> click to create an appointment -> select Additional Options -> set recurring options -> Save Appointment
9. Disable Booking Messages: From the Diary -> click to create an appointment -> select Additional Options -> toggle OFF Enable Messages -> Save Appointment.
Please note: this will only stop booking messages (email and SMS) from being sent. The patient will still receive any reminder messages (email or SMS).