Create a course or group appointment Praxis Desk

Create appointments for multiple clients at the same time — as a course or as a group appointment.

Prerequisites

• You have the Termine verwalten permission.
• Without any courses or group services set up, the calendar shows the Buchung nicht möglich dialog with the text Es sind keine Kurse buchbar. or Es sind keine Gruppen buchbar. when you pick the Kurstermin or Gruppentermin entry type.

How to

Choose whether you want to create a course or a group appointment:

• Course: Open Services → Courses, select an existing course or create a new one.
• Group appointment: Open Services → Group appointments, select a group type or create a new one.

Then:

1. Click Create appointment.
2. Choose date, time, and duration.
3. Search for clients and add them as participants.
4. Optionally assign a resource.
5. Click Save.

Manage participants

1. Click on the course or group appointment in the calendar.
2. Open the Participant list.
3. Add clients or remove existing participants.
4. Click Save.

Create a group service

Open Services → Group appointments → Group service. The Gruppenleistung erstellen dialog has the tabs Allgemeines, Leiter, Online-Buchung, Kontierung, and Sonstiges.

On the Allgemeines tab, fill in Name, Kategorie, Standort, max. Teilnehmeranzahl, Indiv. interne Nummer, Beschreibung, Kundeninformation, and the Preis (Preis Netto, USt., Preis Brutto), and set the Preisanzeige. Also set whether the price is visible to patients. Click Speichern to finish.

Common issues

• Appointment can't be created: Check that the service is active and that you have the Termine verwalten permission.
• Participant not found: Create the client first under Patient / Client management.