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First appointment and token

Goal and time target​

Book or confirm the first appointment, then issue the arrival token in under 60 seconds.

You need​

  • Role: Receptionist, Branch Manager or Owner with appointment.manage and queue.manage.
  • Routes: /app/appointments, /app/appointments/book, /app/appointments/pending-online, /app/queue.
  • Patient and practitioner details.

Steps​

  1. For staff booking, open Appointments and click Book Appointment.
  2. Search by Phone Number or choose New Patient.
  3. Fill Patient Name, Service Required, Appointment Type, Preferred Date, Preferred Time, Select Doctor/Therapist and Reason for Appointment.
  4. Click Confirm Appointment. For website bookings, open Online Requests and click Confirm.
  5. When the patient arrives, open Queue and enter Room / counter.
  6. Under Today's appointments, click Issue token. For a walk-in, use New token and Issue token.
  7. Click Call next when the practitioner is ready, then Start or Complete as the patient moves.

Done when...​

The appointment is confirmed, the token appears under Today's tokens, and the TV/display can show the token number.

Tips​

  • Use Priority only for emergency or senior-citizen flow.
  • Shortcuts: N for new token and C for call next.
  • Cancel online bookings only with a clear Cancellation reason.

If something goes wrong​

If Issue token is missing, check that Queue & Tokens is enabled and your role has queue.manage.

Full guide​