This article will provide details of appointment workflows with our Booking Wizard.
When booking an appointment you can choose to:
- Book an appointment for a new client/participant
- Book an appointment for an existing client/participant
- Pre-assign an appointment (& invite online)
If you have not created a schedule, please refer to the two articles on the subject; Admin - Creating a Programme and Admin - Creating a Programme Group (with appointments).
1. Book a New Client/Participant
On the Screening Schedule, click on Book for the required time slot > click Assign to new Client/Participant.
Input the required client/participant details.
Consent to Data Processing and Consent to Terms of Service are mandatory fields. This consent can be collected over the phone or in person. Once agreed, tick the checkboxes.
Click Schedule.
Complete the required information on the Create a New Medical Page > click Create Medical. If you do not wish to create a new medical at this time, click Close to create a medical at a later stage.
2. Book an Existing Client/Participant
On the Screening Schedule, click on Book for the required time slot > click Assign to Existing Client/Participant.
Begin typing the client's/participant's surname to begin a search.
A list of matching results will be displayed, click on the required Client/Participant name > click Schedule.
- Create a new medical
- Assign an existing medical, applies if there was a previously cancelled medical which can be assigned to the new appointment
- Close to create a medical at a later stage
To add a medical to a booked appointment, click on the three dot menu 
in the Actions column beside the client/participant's name > click Add Medical.
3. Pre-Assign Appointment (& Invite Online)
This allows you to send a client/participant's booking invitation via email.
On the Screening Schedule, click on Book for the required time slot > click Pre-assign (& invite online).
Input the required client's/participant's details > check the box to Send invitation email now > click Schedule.
If you wish to send the invitation at a later point, leave the Send invitation email now box unchecked.
How to send an invitation for a pre-assigned appointment
From the Screening Schedule, click on the three dot menu in the Actions column beside the client's/participant's name > click Appointment details > click Send invite? > click Send Invite Now.
The invite history will show the date and time the invitation was sent.
If the invitation was not received by the client/participant, a new invite can be sent by clicking Send another invitation?