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  2. Calendar & Appointment Scheduling

How to create an Appointment using the Calendar

Easily Schedule Appointments and Stay Organized with Just a Few Clicks

 

 

Step-by-Step Guide:

  1. Go to the Calendar section in your Upvio dashboard.

  2. Choose the appointment date.

  3. Select the patient.

  4. Pick the service type.

  5. Choose the practitioner.

  6. Verify and adjust the time if needed.

  7. Set the duration of the appointment.

  8. Click Create Appointment to finalize.

You can reschedule or cancel appointments directly from the calendar, and all details are automatically saved in the patient’s profile, with reminders sent to patients before their appointment.