Book an appointment
- Admin and clinic owner
- Receptionist
- Telecaller
Short answer
In Clinizy Care, open Appointments and press Book appointment. Choose the doctor and the date, then press Select on a free time. Search for the patient, add a reason if you want one, and press Confirm Booking. The booking then shows on the calendar.
Before you start
- Know which doctor the patient wants to see.
- Know the day and time that suit the patient.
- Have the patient’s name, phone number or UHID ready.
Steps
Open Appointments and press Book appointment.
Step 1 of 6 Tip:The calendar opens on today. You can also press a free time marked + in it, or start from a patient’s row in Patients.
Choose the Doctor, then the Date.
Tip:The window opens on the first day the doctor has a free time.
Press Select on a free time.
Step 3 of 6 Tip:Booked and past times cannot be chosen. Opens when they clock in means that person has not clocked in yet.
Search for the patient by name, phone or UHID and pick them from the list.
Tip:New patient? Press Add new. Telecallers add the caller as an enquiry first.
Type a short reason, such as a BP check, if you want to add one.
Press Confirm Booking. A message says the appointment is booked.
Step 6 of 6 Careful:If someone books that time first, pick another free time. The patient and reason stay filled in.
If something goes wrong
Can a doctor book an appointment?
No. Doctors can see their own calendar, but admin, reception and telecaller roles do the booking. A doctor can share the link in My booking link so patients book online.
What if the patient is not registered yet?
Press Add new in the booking window and fill in the short form. A telecaller cannot register patients, so they add the caller as an enquiry first.
Why are there no free times?
The doctor may have no working hours that day, or their times open only after they clock in. Try another date, or press Next available when it shows. An admin or the doctor can set working hours on this page.
Related guides
Reschedule or cancel an appointment
Open Appointments and find the booking in the Calendar or Upcoming tab. Press the ⋯ button beside it. Choose Reschedule, pick a new date and press Move here on a free time, or choose Cancel, pick a reason and confirm.
3 minIncluded in Clinic and aboveFind a patient fast
Open Patients and type a name, phone number or UHID in the search box. The list updates as you type. Check the name, age and UHID on the row, then press the patient’s name to open the record. Use the filters when the list is long.
2 minIncluded in Clinic and aboveLog and follow up an enquiry
Open Enquiries and press Add enquiry for each new caller. After every call press Log call, choose what happened and set a call-back time. Press Book when the caller is ready to come in. Start each day with the Callbacks due chip.
4 minAdd-on: Enquiries & callbacks
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Last updated 26 Oct 2026By the Clinizy Care product teamSee the feature page