Using Group Appointment features requires Group Appointment Types to be configured in Settings > Appointment Book > Appointment Types.
Group appointments are used to schedule appointments that contain multiple patients, such as group classes and couples therapy.
Creating a Single Group Appointment
To schedule a single group appointment, select an available time on the appointment book.
Select Group Appointment in the menu bar.
By default, only a single instance of a group appointment will be created.
If you only need to book one group appointment, confirm the Appointment Type, Duration and Maximum Size (which will be set based on the Appointment Type Defaults).
Select Book to finish creating the group appointment.
Creating a Recurring Group Appointment
To schedule a recurring series of group appointments, such as a weekly class, start by selecting the first instance of the group on the appointment book.
Select Group Appointment in the menu bar.
Customise the recurrence of this group accordingly.
Select Check & Reserve Times to confirm that these times are available.
After resolving any conflicts, select Book Schedule to finalise the process.
Booking Patients into Group Appointments
Select a group appointment you wish to add a patient to and select Add Patient. You can repeat the following steps for each patient that needs to be added to the group.
Search for the patient and select them in the results list.
After selecting a patient, you have two options:
Select Book to add this patient to this instance of the group.
Select Book Schedule to add this patient to multiple instances of the group.
When selecting Book Schedule, only future instances of this particular group appointment schedule will be displayed by default.
In the filters section, select Custom to view future instances of this group appointment type regardless of whether they are a part of the original schedule.
Future Group Appointments based on your selected filters will be displayed. Select which instances of the group appointment you wish to add this patient to.
Select Book Schedule to finalise the booking process.
