How to: Create New Clients & Patients from the Schedule

Ever get a call from a new client wanting to make an appointment? Of course you do. Here's how to make a client & patient from the schedule.

Written by Amber Pistone
Updated over a week ago

Making New Clients and Patients in the Schedule

Open the schedule
Filter the calendar by day/provider
Select the time slot and provider that works best for the needed appointment (this opens a blank appointment modal)
Click the 'Create New Client and Patient' button in the appointment modal (pink)

This will open a client/patient quick-create modal. For the client, the fields you'll need to fill out are:

First name
Last name
Email
Phone number
Phone type

For the patient, you'll need to provide:

Name
Species
Breed
Sex
DoB
Age (automatically populates with DoB)

Once you've added all the relevant information, click 'Save.'

Adding More Info

If you need to add more information, you can edit both the client and the patients dashboards. To get there:

Click 'Clients/Patients'
Search for the client or patient
Click their name
Click the 'Edit' button in the upper righthand corner of their basic info box