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How to book family appointments

๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI only - Booking a family appointment in Dentally

Amber Morris avatar
Written by Amber Morris
Updated today

Can I book a family appointment?

If you have linked the patients together as a family, you can book them in all at the same time. You can also take family payments when their accounts are shared.

  • Click on the desired appointment time on calendar to start you appointment creations process.

  • When you choose a patient who is part of family group you will see the family group icon light up.

  • Click this icon to start the family appointment booking process.

๐Ÿ’ก Top Tip: If you have entered family mode by mistake you can use the 'Exit' โŒ icon on the blue bar to close out of family mode.

  • The name of the current family member you are creating an appointment for will remain at the top of the appointment booking screen.

  • Complete the rest of the appointment as usual and book the appointment for just the time required for this patient - not the whole family group.

gif showing how to book a family appointment
  • Click 'Save' to move onto the next member of the family.

  • Complete the details for this appointment or you can click the 'Skip' button if you do not want to book an appointment for that family member.

  • Once you have worked through all family members, the appointments will be displayed one after the other in the calendar.

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