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# 📺 How to make an Appointment in Calendar

# How to Create an Appointment

${youtube}[How to Create an Appointment](E_mzrQ95Q9U)

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# How to Create an Appointment for a New Patient

${youtube}[How to Create an Appointment for a New Patient](TQxGhbV4lrE)

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In order to make an Appointment in Calendar

1. Go to **Calendar** and click on an available time slot.

![](https://storage.crisp.chat/users/helpdesk/website/79466b91d6d40400/c7f3cce6-4699-42ea-b0e7-dd7115_1pq531u.png)

**2.** An **Appointment** window will open. **Search** and **Select** a Patient.

![](https://storage.crisp.chat/users/helpdesk/website/2d7fc9f1f7ae5a00/fdd5f7ce-0527-4e4e-8430-3dac30_q8x9sq.png)

**3.** By clicking on the patient’s name you can see the complete history of the Patient, including appointment, communication, financial and if you have the permission, then even the medical data.

![](https://storage.crisp.chat/users/helpdesk/website/49661bbdc011340/60db8a36-8ad7-4288-8d08-939153_wa4cx.png)

**4.** For booking an Appointment with a Practitioner, select the Practitioner from the **Drop-Down** menu under **Practitioner** | **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/22b710b7d6c3fe00/93ce4d8b-356b-4a1c-a1c3-fb91e0_1gpsz5m.png)

**5.** An Appointment can also be made against a Resource. _For example:_ _Bed 4_. You may or may not assign a Practitioner, to make these kinds of Appointments.  
Instead of selecting a Practitioner you can select the type of **Resource** from the **Drop-Down** menu. _For example:_ **_Bed 4_**   | **Save**.

**Note**: Direct Billing from the Calendar can be used, only when a Practitioner is assigned to an Appointment.

![](https://storage.crisp.chat/users/helpdesk/website/7b2559e4000b2400/dfcff5fa-846a-431f-aaef-61cfe2_pve3v0.png)

_Additionally, you can schedule an Appointment against both a Practitioner and Resource._

**6.** Once **Saved**, the Appointments are made and will appear on the **Calendar** screen.

![](https://storage.crisp.chat/users/helpdesk/website/bb0062678b37e000/8ac87c67-27f1-4861-baec-d70ee1_mqbd8b.png)

**7. OPTIONAL:** If the patient you searched for does not exist**,** you will get a prompt to register a new patient. Click **OK** to add. A **Patient Details** window will open, where you can type in all relevant fields with the information and **Save.** 

![](https://storage.crisp.chat/users/helpdesk/website/318e974bf17e3000/143574d0-3502-4f84-99b1-4267bb_11uw8sz.png)

**9.** Once the **Patient Details** are saved, you will automatically be directed to the **Appointment** window | fill in the **Appointment Details** as required and **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/b975902a31828000/0abb7c20-7bce-45af-a943-df2936_b2cz31.png)

**10.** The Appointment is made and will now appear on the **Calendar** screen.

![](https://storage.crisp.chat/users/helpdesk/website/98a12fe0f6174000/a2298322-b44d-4890-8d43-283aec_jvq5rz.png)