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 Manage appointments permission.

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.

Managing 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.

Common issues

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