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Create an overbook

  1. 1

    Find the day you want

    In the Appointments agenda, pick the provider and navigate to the day where you want to add the overbook.

    Agenda in day view
  2. 2

    Click "Add overbook"

    Below "Available slots", click "Add overbook".

    Add overbook button
  3. 3

    Choose the start time

    The wizard opens. A notice reminds you the appointment is scheduled outside normal availability and may overlap. Pick the start time and duration; the end is computed automatically.

    Wizard step 1: time selection
  4. 4

    Click "Next"

    Confirm the time to move on to the second step.

    Wizard Next button
  5. 5

    Search for a patient or create a new one

    Search by name, phone or ID. If the patient does not exist, fill in the fields to create them on the spot.

    Patient search
  6. 6

    Select the patient

    Click the patient in the results list.

    Patient selected from the list
  7. 7

    Click "Create Overbook"

    Review the details and confirm with "Create Overbook".

    Create Overbook button
  8. 8

    Done

    The overbook appears in the agenda with the "Overbooked" tag.

    Overbook created in the agenda