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Appointment Calendar
Appointment Calendar

Lets take a look at what you need to know about your Appointment calendar

Setting up the Calendar

Delve into your calendar customisation here...

How to use waiting listsHow to set up and use the waiting list report to fill your appointment calendar & to see who is next on your list.
Setting up a Telephone Triage Diary in DentallyTelephone Triage, new appointment reason, new practitioner, new treatment, custom fields, favourites
Calendar GroupsHow to create and display groups of practitioners in the Calendar
Appointment ReasonsHow to add a new appointment reason to the standard appointment list
How to use zones in your calendarHow to create and use zones – previously known as session appointments – to set aside slots in your calendar for specific reasons.
Appointment Cancellation ReasonsHow to set up your appointment cancellation reasons
How to add recurring appointments to the practice calendarHow to set up recurring appointments in the calendar.
Booking FamiliesHow to book family appointments all at once.
How to cancel and rebook an appointment in Dentally?When using both the clipboard and cancellation features you can make rebooking an appointment super easy...
Calendar ControlsHow to use the controls in the Calendar, including date navigation, room display, Multi-day, appointment colours
Calendar RoomsHow to order your Calendar by Rooms rather than by Practitioner
Waiting RoomHow to see who is in the waiting room, for the practitioner and other practitioners in the practice
Appointment FinderHow to quickly find the next available appointment in the Calendar
Using the ClipboardHow to use the clipboard to move appointments
Selecting a Date in the CalendarHow to navigate the dates in Calendar
How to change your colour preferences on the calendar in DentallyHow to change the colours in your Dentally Diary...
How to use zone grouping to search for calendar availabilityHow zone groups work, why they're important for your booking workflow, and how to set them up.
Practice Admin

A collection of articles to help with your practice admin

NotificationsHow to turn on Desktop Notifications and Troubleshooting Desktop Notification Error
Bulk Editing AppointmentsHow to edit a group of appointments in one go, such as to inform all patients of a cancellation by the practice.
Site SettingsSettings for your site: Opening Hours, Name & Address, Default Payment Plan, Logo, Referrals
Booking AppointmentsHow to book an appointment from the calendar and the Treatment Plan
How to audit a patient's appointmentLet's take a look at how you can audit a specific appointment against a patient to see the journey of that appointment.
How to show practitioner availability in the calendarBest practice for updating your calendar to reflect working patterns, expected and unexpected absences.
How to use the calendar override to update practitioner availabilityMark a practitioner as unavailable in the calendar by quickly updating their availability in the calendar override on a given day.
How to use schedules to show practitioner availabilityUse schedules to build practitioner calendars and diaries, as well as setting working patterns, holidays and cleaning breaks.
How to show annual leave/time off in the calendarUse schedules or the calendar override feature to block the calendar off for annual leave and time off.
How to edit or delete an existing scheduleEditing and deleting schedules which have previously been created.
How to layer multiple schedules at the same timeHow to layer schedules to account for varying availability throughout the month/year.
How to add and amend practitioner breaks in the calendarAdding, amending and deleting breaks in the calendar using the schedule and override features.