There is no review step
The Booking rail on the right already shows a summary of each finished step: the people and services, the time and pharmacist. Check it there, and click Edit on a step to change it. You confirm from this step.
Contact
Email and Phone: enter at least one. They are shared by everyone on the booking. The phone is formatted as you type, for example (416) 555-2142.
Preferred contact, when both are consented: Email or Text.
Booked by: Phone (the default) or Walk-in for a patient at the counter.
When the booking comes from a PhoxBook account, the email reads "Linked to the PhoxBook account" and is locked. Remove account link unlocks it, and the booking then does not appear on the patient's PhoxBook account.
Read to the patient
Read these word for word:
The privacy notice: the first two paragraphs show; Show the rest of the notice opens the others
The terms box: required. Tick it once the patient agrees to the terms
The two consent questions: one for email, one for text messages. Tick each box the patient agrees to
What the patient will receive
Under the consent boxes, and in the rail under The patient will receive, the dialog says which one channel the confirmation and reminders will go by:
Consent | What is sent |
Email and text | One channel: the preferred contact decides |
Email only | Email, whatever the preferred contact |
Text only | Text, whatever the preferred contact |
Neither | Nothing: "No confirmation or reminders will be sent" |
If the chosen channel has no address or number, the other consented channel is used. If a consented channel has no contact at all, nothing is sent and the dialog says so. When nothing will be sent, give the patient the confirmation code and the time yourself.
Confirming
Click Confirm booking (or Add to the waitlist when every service is waitlist-only). If the button is greyed out, the reason is under it, for example "Add an email or a phone number." or "Tick the terms box once the patient agrees to the terms."
The done screen
Confirmation code with a copy button: give it to the patient
Patient, When, Services, Pharmacist and Booked by
What the patient will receive, for example "Confirmation and reminders will go by text to (416) 555-2142". It says "will": the dialog knows the channel, not whether the message has arrived
For a waitlist entry, the waitlist position and whether waitlist updates will go by email, by text, or not at all
Not linked to your dispensing system, with the reason, when a picked record could not be linked. Link now opens the link window when it can be tried again
Click Done to close.
If the booking cannot be made
The time filled up: you go back to Time; what you entered here is kept. Choose another time.
No pharmacist is scheduled or the daily limit is reached: choose another time or date.
The booking could not be made: everything you entered is kept. Click Try again; if it fails again, check the connection.
The booking is still processing: wait a moment and check the appointments list before you try again.
Need help?
Open the Help Center from the ? icon in the header, or press Shift + ? for keyboard shortcuts.