If a patient has already purchased a package, you can book or cancel their package appointments for them.
Tip
Automate the entire package process - from payment up to booking appointments. By enabling packages for online purchase, patients can buy their own packages from your online bookings page and even book their own package appointments right away! Learn more about packages.
There are two ways to book appointments for a package.
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From the invoice
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Open the package invoice. Next to each fee, click the
pencil icon.
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In the Edit Invoice Line pop-up:
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Date: Enter the appointment date.
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Add appointment: Select Yes.
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Appointment Details: Enter the time and duration (optional) of the appointment. Click Check Availability to verify that the target appointment time is available to book.
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Click Save. The appointment date will now appear in the package invoice for the corresponding booked fee.
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From the calendar
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Click Schedule > Calendar.
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Create an appointment for the patient who bought the package invoice. Add a fee included in the package they bought. (Note: This must match a fee included in the package.)
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Click Save. Because the patient’s name and fee match the details in the package invoice, the package is automatically noted in the appointment panel. The appointment date also appears in the package invoice for the corresponding booked fee.
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Notice
The package appointments can only be booked with the practitioner and the specified location linked in the package invoice.
Tip
Save time and let patients book their own appointments! If you have online bookings enabled, patients can claim their package items by booking the same fees indicated in their package. (If the package is only valid with specific locations and/or specific practitioners, make sure to instruct them accordingly for their appointments to count towards their package.)
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Open the package invoice.
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Next to the appointment you wish to cancel, click the
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In the pop-up, under Appointment Details, click on the
X icon to unlink the appointment from the invoice, then click Save.
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Next to the same appointment, click the
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For Add Appointment, select Unassigned.
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Click Save. The appointment has now been unlinked from the package invoice.
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To remove the appointment entirely, delete or cancel the appointment from the calendar.
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