{"id":9838,"date":"2023-12-11T12:22:37","date_gmt":"2023-12-11T12:22:37","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=9838"},"modified":"2025-10-05T09:14:46","modified_gmt":"2025-10-05T09:14:46","slug":"patients-bookings","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/patients-bookings\/","title":{"rendered":"Patients Bookings"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<span style=\"font-weight: 400;\">Daftra provides an easy-to-use booking system that allows you to handle the appointment booking process and save time on manual scheduling. Staff may rapidly check availability, book appointments, and manage schedules without the limits of paper-based approaches, resulting in greater productivity.<\/span>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1711354503473{margin-left: 200px !important;}&#8221;]<strong>Note: Before starting, make sure to <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/enabling-the-bookings-management-app\/\">activate the Bookings app<\/a> in your account.<\/strong>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;How to Create a New 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_1711353968073{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<span style=\"font-weight: 400;\">From the dropdown menu under \u201c<\/span><b>Bookings<\/b><span style=\"font-weight: 400;\">\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Click on \u201c<\/span><b>Create Booking<\/b><span style=\"font-weight: 400;\">\u201d<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-164.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9851\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-164.png\" alt=\"\" width=\"1348\" height=\"643\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-164.png 1348w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-164-300x143.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-164-1024x488.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-164-768x366.png 768w\" sizes=\"auto, (max-width: 1348px) 100vw, 1348px\" \/><\/a>\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When the new appointment screen appears, you\u2019ll first need to choose the medical services that the patient needs.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-39463 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/35345.png\" alt=\"\" width=\"1024\" height=\"504\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/35345.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/35345-300x148.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/35345-768x378.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">The next step is to select a specialized doctor for the selected service.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-39465 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/8u897343e.png\" alt=\"\" width=\"1303\" height=\"641\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/8u897343e.png 1303w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/8u897343e-300x148.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/8u897343e-1024x504.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/8u897343e-768x378.png 768w\" sizes=\"auto, (max-width: 1303px) 100vw, 1303px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1711354295186{margin-left: 200px !important;}&#8221;]<\/p>\n<blockquote>\n<ul>\n<li><span style=\"font-weight: 400;\">The service only appears in the bookings list if its duration has been added to the \u201c<strong>Duration in Minutes<\/strong>\u201d field. For more details, refer to the guide<\/span> <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-new-service\/\"><span style=\"font-weight: 400;\">\u201cAdd a New Service\u201d<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">If the staff that you need to add doesn\u2019t appear here then make sure that you have<\/span><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/assigning-a-service-in-the-booking-to-an-employee\/\"> <span style=\"font-weight: 400;\">assigned the service in the booking to the employee<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<\/blockquote>\n<p>[\/vc_message][vc_column_text]<span style=\"font-weight: 400;\">Choose a suitable date and time of the appointment according to the availability of the selected staff member&#8217;s schedule.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-39467 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/65432.png\" alt=\"\" width=\"1307\" height=\"643\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/65432.png 1307w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/65432-300x148.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/65432-1024x504.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/65432-768x378.png 768w\" sizes=\"auto, (max-width: 1307px) 100vw, 1307px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Choose the patient for whom you\u2019re booking the appointment from the dropdown menu under \u201c<\/span><b>Select Client<\/b><span style=\"font-weight: 400;\">\u201d if the patient already exists in the clients.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-39469 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/53343.png\" alt=\"\" width=\"1307\" height=\"646\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/53343.png 1307w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/53343-300x148.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/53343-1024x506.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/53343-768x380.png 768w\" sizes=\"auto, (max-width: 1307px) 100vw, 1307px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">In case it is the patient\u2019s first appointment, click on \u201c<\/span><b>+ Client<\/b><span style=\"font-weight: 400;\">\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Fill in the Patient Details as well as the Account\u2019s details.\u00a0 \u00a0 \u00a0 <\/span>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<strong>For more information about adding a new patient check the \u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-client\/\">Adding a new client<\/a>\u201d guide<\/strong>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-39471 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/64534.png\" alt=\"\" width=\"1295\" height=\"611\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/64534.png 1295w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/64534-300x142.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/64534-1024x483.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/64534-768x362.png 768w\" sizes=\"auto, (max-width: 1295px) 100vw, 1295px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">After choosing the patient,<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Click on \u201c<\/span><b>Complete Reservation<\/b><span style=\"font-weight: 400;\">\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By completing the previous steps, you will be able to successfully book an appointment for a patient with the chosen doctor at the selected time and day.<\/span>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[5044],"tags":[],"class_list":["post-9838","user_manual","type-user_manual","status-publish","hentry","category-medical-clinics"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Patients Bookings - 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\/patients-bookings\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Patients Bookings - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]Daftra provides an easy-to-use booking system that allows you to handle the appointment booking process and save time on manual scheduling. 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