{"id":11627,"date":"2024-01-31T09:22:44","date_gmt":"2024-01-31T09:22:44","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=11627"},"modified":"2024-03-20T11:19:30","modified_gmt":"2024-03-20T11:19:30","slug":"dental-bookings","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/","title":{"rendered":"Dental Bookings &#038; Appointments"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]Daftra provides a user-friendly booking system that streamlines the scheduling process, allowing you to effectively handle bookings and appointments while eliminating the need for manual scheduling. The system enables staff to quickly assess availability, create appointments, and manage bookings, freeing them from traditional paper-based procedures and increasing overall productivity.[\/vc_column_text][vc_custom_heading text=&#8221;Difference between Bookings and Appointments&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1710933329792{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]Both appointments and reservations involve scheduling a specific time for a particular patient, but here are some differences between them:<\/p>\n<ul>\n<li>Appointments are associated with <strong><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/edit-appointment-action-list\/\">actions<\/a><\/strong>, while <strong>bookings<\/strong> are linked to <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/\">services<\/a>.<\/li>\n<li>Services result in invoices and automatic entries that appear in the general ledger, whereas appointments do not.<\/li>\n<li>In appointments, you can choose any time slot and assign it to any doctor or staff member, whereas bookings are for available time slots for the doctor\/staff on duty, and the service must be specified for that doctor\/staff to be assigned when booking that service.<\/li>\n<li>Patients can book services online by themselves, but they cannot schedule appointments for themselves.<\/li>\n<li>The procedure and format of the appointments screen also differ from the booking screen.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Adding an appointment for a patient&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1710933374740{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]From the main menu click on \u201c<strong>Patients<\/strong>\u201c,<\/p>\n<p>then from the dropdown menu choose \u201c<strong>Appointments<\/strong>\u201c,<\/p>\n<p>The following screen will appear showing the booked appointments with each appointment\u2019s details<\/p>\n<p>then click \u201c<strong>New Appointment<\/strong>\u201c.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/dentall-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13043\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/dentall-1.png\" alt=\"\" width=\"1366\" height=\"588\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/dentall-1.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/dentall-1-300x129.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/dentall-1-1024x441.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/dentall-1-768x331.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>To add a new appointment you need to fill in the following info:<\/p>\n<ul>\n<li><strong>Patient:<\/strong>\u00a0Select the required patient from the list.<\/li>\n<li><strong>Date &amp; Time:\u00a0<\/strong>Select the time and date of the appointment.<\/li>\n<li><strong>Duration:<\/strong>\u00a0How long will the appointment take?<\/li>\n<li><strong>Action:\u00a0<\/strong>Select from the dropdown menu the required action.<\/li>\n<li><strong>Notes:\u00a0<\/strong>Add notes about the appointment or patient.<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_column_text]There are also three checkboxes below the notes which are:<\/p>\n<ul>\n<li><strong>Share with the patient:<\/strong> You can send the appointment details to the patient as a reminder.<\/li>\n<li><strong>Recurring:\u00a0<\/strong>The appointment will be repeated at fixed intervals until a specified date.<\/li>\n<li><strong>Assign to a staff member:\u00a0<\/strong>Choose the doctor responsible for the patient\u2019s case.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/k-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13046\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/k-1.png\" alt=\"\" width=\"1052\" height=\"534\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/k-1.png 1052w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/k-1-300x152.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/k-1-1024x520.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/k-1-768x390.png 768w\" sizes=\"auto, (max-width: 1052px) 100vw, 1052px\" \/><\/a><\/p>\n<p>After completing this form click \u201c<strong>Save<\/strong>\u201d and the appointment will be added to the appointments list that was shown previously.[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1708584183668{margin-right: 200px !important;}&#8221;]<strong>Actions are customizable you can add any action you need.<\/strong>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<ul>\n<li><strong>To edit the actions list, refer to the following guide \u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/edit-appointment-action-list\/\">Edit appointment actions list<\/a>\u201c<\/strong><\/li>\n<li><strong>For more details about how to set a recurring appointment refer to the following guide \u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-recurring-appointment\/\">Add a recurring appointment<\/a>\u201c<\/strong><\/li>\n<\/ul>\n<p>[\/vc_message][vc_custom_heading text=&#8221;Creating a new booking for a service&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1710933422126{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]Daftra offers two methods for bookings. The first method involves an employee booking on a patient&#8217;s behalf, while the second method empowers patients to book appointments independently through their user accounts.<\/p>\n<p>From the main menu click on &#8220;<strong>Booking<\/strong>&#8220;,<\/p>\n<p>then select &#8220;<strong>Create Booking<\/strong>&#8220;.<\/p>\n<p>You&#8217;ll be directed to the booking form. It includes various steps to complete your booking.<\/p>\n<p>The first step in the booking process is selecting the required medical service as illustrated in the following photo.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/nmlk-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13009\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/nmlk-1.png\" alt=\"\" width=\"1131\" height=\"597\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/nmlk-1.png 1131w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/nmlk-1-300x158.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/nmlk-1-1024x541.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/nmlk-1-768x405.png 768w\" sizes=\"auto, (max-width: 1131px) 100vw, 1131px\" \/><\/a><\/p>\n<p>Select a service from the medical services list.[\/vc_column_text][vc_column_text]In this step, you need to assign a doctor for the patient. Choose the specialized doctor from the list.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mkoj-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13012\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mkoj-1.png\" alt=\"\" width=\"1104\" height=\"538\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mkoj-1.png 1104w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mkoj-1-300x146.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mkoj-1-1024x499.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mkoj-1-768x374.png 768w\" sizes=\"auto, (max-width: 1104px) 100vw, 1104px\" \/><\/a>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Choose a suitable date and time of the booking according to the availability of the selected staff schedule.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/uygfvbn-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13014\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/uygfvbn-1.png\" alt=\"\" width=\"1009\" height=\"603\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/uygfvbn-1.png 1009w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/uygfvbn-1-300x179.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/uygfvbn-1-768x459.png 768w\" sizes=\"auto, (max-width: 1009px) 100vw, 1009px\" \/><\/a><\/p>\n<p>Choose the patient who you\u2019re booking the appointment for from the dropdown menu under \u201c<b>Select Patient<\/b>\u201d if the patient already exists in the clients.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/tfrds-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13016\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/tfrds-1.png\" alt=\"\" width=\"1121\" height=\"594\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/tfrds-1.png 1121w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/tfrds-1-300x159.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/tfrds-1-1024x543.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/tfrds-1-768x407.png 768w\" sizes=\"auto, (max-width: 1121px) 100vw, 1121px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>In case it is the patient\u2019s first appointment, click on \u201c<b>+ Patient<\/b>\u201d<\/p>\n<p>Fill in the Patient Details as well as the Account\u2019s details.[\/vc_column_text][vc_column_text]<a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Picture1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13018\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Picture1.png\" alt=\"\" width=\"624\" height=\"345\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Picture1.png 624w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Picture1-300x166.png 300w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/><\/a><\/p>\n<p>Click on &#8220;<strong>Complete Reservation<\/strong>&#8220;,<\/p>\n<p>You&#8217;ll be then directed to the following page that shows that the booking is confirmed with all the details displayed as illustrated in the following photo.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Picture2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13020\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Picture2.png\" alt=\"\" width=\"624\" height=\"332\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Picture2.png 624w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Picture2-300x160.png 300w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/><\/a>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1708584167620{margin-right: 200px !important;}&#8221;]<strong>Services are customizable, you can edit or add any service you need depending on your clinic&#8217;s capabilities.<\/strong>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<strong>Notes:<\/strong><\/p>\n<ul>\n<li><strong>If the staff that you need to add doesn\u2019t appear here then make sure that you have<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/assigning-a-service-in-the-booking-to-an-employee\/\">\u00a0assigned the service in the booking to the employee<\/a>.<\/strong><\/li>\n<li><strong>To add a new employee check the following guide &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-an-employee\/\">Add a new employee<\/a>&#8220;.<\/strong><\/li>\n<li>To enable booking a service, you should add it and specify the duration of the service reservation. You can refer to the following article for more details on <strong><a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/\">adding a new service.<\/a><\/strong><\/li>\n<\/ul>\n<p>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]For more information about adding a new patient check the \u201c<strong><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-client\/\">Adding a new client<\/a><\/strong>\u201d guide.[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Booking Settings&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1710933493706{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]To adjust the settings, click on &#8220;<strong>Manage Booking Settings<\/strong>&#8221; under &#8220;<strong>Bookings<\/strong>&#8221; in the main menu.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mnbv.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13024\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mnbv.png\" alt=\"\" width=\"1248\" height=\"597\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mnbv.png 1248w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mnbv-300x144.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mnbv-1024x490.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mnbv-768x367.png 768w\" sizes=\"auto, (max-width: 1248px) 100vw, 1248px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>To find the following settings:<\/p>\n<p><strong>Booking Time Divider:<\/strong> Enter the time interval between each appointment (in minutes). For example, if the interval is set to 15 minutes, booking slots will be available at 12:00, 12:15, 12:30, 12:45, and 1:00, and this applies to any booking hours.<\/p>\n<p><strong>Book One Service Only:<\/strong> When activated, the booking system transforms into a single-service booking system each time, preventing the selection of more than one service in the same booking.<\/p>\n<p><strong>Booking Client Payment:<\/strong> This activates the online payment feature for the patient after completing the booking. You can choose from:<\/p>\n<p><strong>Disabled:<\/strong> The payment feature is completely disabled, and the patient is responsible for creating their booking only.<\/p>\n<p><strong>Enabled:<\/strong> The payment feature is activated, and the patient is required to make the payment for the booking to complete the booking process entirely.<\/p>\n<p><strong>Optional:<\/strong> The payment feature for the booking is activated, allowing the patient to skip the payment screen and complete the booking process until the end.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221;]The feature of viewing and settling client invoices must be activated. For more details, refer to the &#8220;<strong><a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/controlling-the-client-permissions\/\">Client Permissions<\/a><\/strong> &#8221; guide.[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<strong>Assigning services to employees:<\/strong> Click on the checkbox for this option to start specifying services for employees. You can refer to the Service Assignment Guide for Employees for more details.[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1708584151404{margin-right: 200px !important;}&#8221;]The system will automatically and mandatorily convert the booking system to <strong>&#8220;Book One Service<\/strong>,&#8221; which is a prerequisite for allowing the assignment of services to employees.[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/nhghyuj.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13027\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/nhghyuj.png\" alt=\"\" width=\"1366\" height=\"596\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/nhghyuj.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/nhghyuj-300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/nhghyuj-1024x447.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/nhghyuj-768x335.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>Click on &#8220;<strong>Click here to add a staff service<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/iuytjo.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13029\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/iuytjo.png\" alt=\"\" width=\"1241\" height=\"270\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/iuytjo.png 1241w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/iuytjo-300x65.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/iuytjo-1024x223.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/iuytjo-768x167.png 768w\" sizes=\"auto, (max-width: 1241px) 100vw, 1241px\" \/><\/a><\/p>\n<p>Choose the doctor you want to restrict to booking only one service and select the service name available for this employee to book.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/yttr.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13031\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/yttr.png\" alt=\"\" width=\"1250\" height=\"264\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/yttr.png 1250w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/yttr-300x63.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/yttr-1024x216.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/yttr-768x162.png 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\" \/><\/a>[\/vc_column_text][vc_custom_heading text=&#8221;Patient Online Booking&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1710933534419{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Daftra allows patients to schedule their bookings independently. This is achieved by allowing your clinic to generate user accounts for individual patients and share login credentials with them. This enables patients to select and book appointments easily.<\/p>\n<p>Here is how your patients can book their appointments[\/vc_column_text][vc_column_text]Click on \u201c<strong>Add Booking<\/strong>\u201c,<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/cvbnm-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13033\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/cvbnm-1.png\" alt=\"\" width=\"1366\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/cvbnm-1.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/cvbnm-1-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/cvbnm-1-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/cvbnm-1-768x355.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>Just like the regular booking process, the patient should choose the desired medical service from the services list.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mmnnbh-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13035\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mmnnbh-1.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mmnnbh-1.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mmnnbh-1-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mmnnbh-1-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/mmnnbh-1-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>Next, the patient has to select from the staff a doctor for their appointment.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/pppppppppp-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13037\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/pppppppppp-1.png\" alt=\"\" width=\"932\" height=\"632\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/pppppppppp-1.png 932w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/pppppppppp-1-300x203.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/pppppppppp-1-768x521.png 768w\" sizes=\"auto, (max-width: 932px) 100vw, 932px\" \/><\/a><\/p>\n<p>Then choose a suitable date and time from the calendar as shown in the following photo.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/unnamed-file-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13039\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/unnamed-file-2.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/unnamed-file-2.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/unnamed-file-2-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/unnamed-file-2-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/unnamed-file-2-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>You can include any additional comments or notes related to the appointment in the provided text box.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/unnamed-file-1-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13041\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/unnamed-file-1-1.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/unnamed-file-1-1.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/unnamed-file-1-1-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/unnamed-file-1-1-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/unnamed-file-1-1-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>By clicking \u201c<strong>Complete Reservation<\/strong>\u201d the service will be successfully confirmed and booked.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1708584123759{margin-right: 200px !important;}&#8221;]<strong>Before starting, check the patient\u2019s permissions to ensure that they have access to book their appointments.<\/strong>[\/vc_message][vc_message]<\/p>\n<ul>\n<li><strong>Check the guide \u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/client-permissions-settings\/\">Clients Permissions<\/a>\u201d for more details.<\/strong><\/li>\n<li><strong>For more details about the appointments refer to the guide\u00a0<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/managing-appointments\/\">\u201cManage Appointments\u201d<\/a><\/strong><\/li>\n<\/ul>\n<p>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[5237],"tags":[],"class_list":["post-11627","user_manual","type-user_manual","status-publish","hentry","category-dental-clinics"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Dental Bookings &amp; Appointments - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dental Bookings &amp; Appointments - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]Daftra provides a user-friendly booking system that streamlines the scheduling process, allowing you to effectively handle bookings and appointments while eliminating the need for manual scheduling. The system enables staff to quickly assess availability, create appointments, and manage bookings, freeing them from traditional paper-based procedures and increasing overall productivity.[\/vc_column_text][vc_custom_heading text=&#8221;Difference between Bookings and Appointments&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2024-03-20T11:19:30+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/dentall-1.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/dentall-1.png\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/dentall-1.png\",\"width\":1366,\"height\":588},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/\",\"name\":\"Dental Bookings & Appointments - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/#primaryimage\"},\"datePublished\":\"2024-01-31T09:22:44+00:00\",\"dateModified\":\"2024-03-20T11:19:30+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Dental Bookings &#038; Appointments\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Dental Bookings & Appointments - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/","og_locale":"en_US","og_type":"article","og_title":"Dental Bookings & Appointments - Daftra Knowledge Base","og_description":"[vc_row][vc_column][vc_column_text]Daftra provides a user-friendly booking system that streamlines the scheduling process, allowing you to effectively handle bookings and appointments while eliminating the need for manual scheduling. The system enables staff to quickly assess availability, create appointments, and manage bookings, freeing them from traditional paper-based procedures and increasing overall productivity.[\/vc_column_text][vc_custom_heading text=&#8221;Difference between Bookings and Appointments&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2024-03-20T11:19:30+00:00","og_image":[{"url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/dentall-1.png"}],"twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/#primaryimage","inLanguage":"en-US","url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/dentall-1.png","contentUrl":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/dentall-1.png","width":1366,"height":588},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/#webpage","url":"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/","name":"Dental Bookings & Appointments - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/#primaryimage"},"datePublished":"2024-01-31T09:22:44+00:00","dateModified":"2024-03-20T11:19:30+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/dental-bookings\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Dental Bookings &#038; Appointments"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/11627","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/user_manual"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/23"}],"version-history":[{"count":32,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/11627\/revisions"}],"predecessor-version":[{"id":15055,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/11627\/revisions\/15055"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=11627"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=11627"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=11627"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}