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Printing and Emailing an Appointment Schedule for a Patient

To generate an appointment schedule for a patient, go to their Patient File > Appointments tab.

Select the Client/Patient Schedule button at the top of the page.

By default, an appointment schedule will contain all future appointments. Use the filters to change the default settings as required.

Select the Print & Email button, or use the drop-down menu to select from other options.

The default email template used when emailing appointment schedules can be set per business in Settings > Businesses in the Default Email Templates section.

A preview of the appointment schedule is below:

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