Create an appointment

Starting route: /calendar

Required access: Appointment creation must be available to your role.

1. Open Calendar and choose a suitable date in day, week, or month view.
2. Use New appointment to open the appointment window and check the date.
3. Enter the patient and appointment details; the saved event appears on the calendar.
4. Select the event later to open Appointment Detail.

Staff/type/status/attendance filters narrow visible events. For PetConnect requests, open Appointment Requests from the calendar header and inspect one in Appointment Request.

Track scheduled visits on the Flowboard.

Time, veterinarian and verification

Check patient, customer, type, start/end times and assigned veterinarian. Clinic timezone may differ from the computer's timezone. For tomorrow at 10:00, check both clinic-local date and time.

Read conflict and working-hours warnings carefully. An allowed working-hours exception does not automatically remove patient or veterinarian occupancy conflicts. Reopen the saved event under the correct day, veterinarian and filters.

Edit, cancel and review requests

Use permitted edit/cancel actions in details. A surgery-managed appointment may require its originating record. Moving a vaccine appointment does not necessarily change the vaccine's planned date; inspect both.

For PetConnect requests, inspect animal, specific or “any available” veterinarian selection, time and notes before approving/rejecting. A request and an approved calendar event are different stages.

Calendar scheduled/confirmed/completed states differ from visit board check-in, examination and checkout. Completing an event does not prove signed clinical care or payment.