How do I book an Appointment when I'm in "List" view?
To book an appointment when you are in List view:
Select Create at the top of the page:
![](https://storage.crisp.chat/users/helpdesk/website/500abdeca330a400/fa8fa788-ece3-4e53-9f61-ec39bf_ihiud5.png)
Select Appointment from the dropdown menu
![](https://storage.crisp.chat/users/helpdesk/website/21e3e4f9f0d9c600/ea4e2da8-fcf7-45fe-8f67-29732d_1ry7nva.png)
The New Appointment page will open:
![](https://storage.crisp.chat/users/helpdesk/website/7e9e30fba02ec800/d9b3dc08-3d45-4bc9-8ef0-a14135_4s9uxr.png)
Select a date range for when you would like the appointment to take place
Select what type of appointment you would like to book -> How do I add an Appointment Type
If applicable, modify the duration of the appointment. You can also choose to specify which clinician is providing treatment and/or the location that you'd like the appointment to take place
Select Find Next Available Appointment to see a list of available appointments:
![](https://storage.crisp.chat/users/helpdesk/website/3401dad46def7000/a68aff5e-7be9-4066-9f78-e3f836_x6cdk9.png)
Select the appointment you wish to book by clicking the green Select button
Ensure you have the correct Active Client, Jim Appleseed in this example - How can I switch between patient?
You have the option make it a recurring appointment by changing the Recurrence and Until fields
You can also mute SMS/Email Confirmations that are due to be sent by clicking on the "Mute" option:
![](https://storage.crisp.chat/users/helpdesk/website/fdcf627b6b20b000/4c7beccb-8f57-453b-8147-80eddb_zddtlk.png)
Once you're happy with the details of the appointment, click Save
Select Create at the top of the page:
![](https://storage.crisp.chat/users/helpdesk/website/500abdeca330a400/fa8fa788-ece3-4e53-9f61-ec39bf_ihiud5.png)
Select Appointment from the dropdown menu
![](https://storage.crisp.chat/users/helpdesk/website/21e3e4f9f0d9c600/ea4e2da8-fcf7-45fe-8f67-29732d_1ry7nva.png)
The New Appointment page will open:
![](https://storage.crisp.chat/users/helpdesk/website/7e9e30fba02ec800/d9b3dc08-3d45-4bc9-8ef0-a14135_4s9uxr.png)
Select a date range for when you would like the appointment to take place
Select what type of appointment you would like to book -> How do I add an Appointment Type
If applicable, modify the duration of the appointment. You can also choose to specify which clinician is providing treatment and/or the location that you'd like the appointment to take place
Select Find Next Available Appointment to see a list of available appointments:
![](https://storage.crisp.chat/users/helpdesk/website/3401dad46def7000/a68aff5e-7be9-4066-9f78-e3f836_x6cdk9.png)
Select the appointment you wish to book by clicking the green Select button
Ensure you have the correct Active Client, Jim Appleseed in this example - How can I switch between patient?
![](https://storage.crisp.chat/users/helpdesk/website/1b2fa7be49573500/049383cf-0240-4521-a61b-e09245_693bi3.png)
You have the option make it a recurring appointment by changing the Recurrence and Until fields
You can also mute SMS/Email Confirmations that are due to be sent by clicking on the "Mute" option:
![](https://storage.crisp.chat/users/helpdesk/website/fdcf627b6b20b000/4c7beccb-8f57-453b-8147-80eddb_zddtlk.png)
Once you're happy with the details of the appointment, click Save
Updated on: 03/08/2023
Thank you!