Create appointment Praxis Desk

In the calendar you can create different entry types — from a single appointment with a client to vacation and sick leave.

Where do I find appointment creation?

Click a free spot in the calendar. The selection popup opens. Its header shows the detected time window (e.g. "Mo, 31.08. · 16:10 – 16:40"). Below it, all available entry types are listed.

Select a type. The matching form opens immediately.

If you use multiple companies, you first select the company in the popup before choosing the entry type.

Note: Which types appear in the popup depends on your permissions and license configuration.

Prerequisites

• You have the Termine verwalten permission.

Appointment types

offisy distinguishes the following entry types in the calendar:

Type	Description
Einzeltermin (single appointment)	Appointment with one client for a specific service
Gruppentermin (group appointment)	One-time service for multiple clients at the same time
Kurstermin (course appointment)	Service across multiple fixed appointments for a group
Pause (break)	Planned interruption (standard or custom break type)
Privat (private)	Personal block with no client reference
Urlaub (vacation)	Absence for a staff member
Krankenstand (sick leave)	Sick-day absence for a staff member
Blocker	Time block without a client reference, prevents bookings in that slot
Aufgabe (task)	Internal task without a time booking, visible in the calendar
Individuelle buchbare Zeit (individual bookable time)	Manual extension of a staff member's online bookability

Note: offisy adds public holidays automatically from the holiday configuration. Entries of type Extern (external) come from a calendar sync (e.g. Google Calendar). You don't create them manually.

Create a single appointment

A single appointment is an appointment with exactly one client for a specific service.

1. Click on a free time slot in the calendar and select Einzeltermin. The Termin erstellen (create appointment) dialog opens.
2. In the Patient field (patient), search via Suche nach Name… (search by name) and click the client in the results list.
   • If the client does not yet exist in offisy: click Neuanlage (new), fill in the details, and save.
3. Select a Leistung (service).
4. Optionally select a Benutzer (user) and Standort (location).
5. Optionally use the Freien Termin suchen (find free appointment) button to find a matching time slot.
6. Adjust Beginn (start) and Ende (end).
7. Optionally enter a Notiz (note).
8. Optionally use the Optionen (options) Ende definieren (define end), Ganztägig (full day), and Wiederholung (recurring).
9. Click Speichern (save).

Note: For recurring appointments, enable the Wiederholung option and choose the interval (daily, weekly, monthly, etc.) and the end date of the series.

Add vacation

Vacation, sick leave, private, blocker, and break all use the same dialog type with the fields Titel (title), Mitarbeiter (staff member), Beginn, Ende, and Notiz. With the options Mehrtägig (multi-day) and Ganztägig you decide how long the vacation lasts. You set whether it covers several days and whether it applies to the full day.

1. Click on a free time slot in the calendar and select Urlaub. The Urlaub erstellen (create vacation) dialog opens.
2. Enter a Titel.
3. Select the Mitarbeiter.
4. Set Beginn and Ende.
5. Optionally enable Mehrtägig, Ganztägig, or Wiederholung.
6. Click Speichern.

Fig. 3The Urlaub erstellen dialog with the title and staff member prefilled.

Add sick leave

Sick leave uses the same dialog type as vacation. Here too, you decide with the options Mehrtägig and Ganztägig.

1. Click on a free time slot in the calendar and select Krankenstand. The Krankenstand erstellen (create sick leave) dialog opens.
2. Enter a Titel.
3. Select the Mitarbeiter.
4. Set Beginn and Ende.
5. Optionally enable Mehrtägig, Ganztägig, or Wiederholung.
6. Click Speichern.

Add a private entry

Private entries block time without a client reference. Other users see the slot as occupied but not the content.

1. Click on a free time slot in the calendar and select Privat. The Privater Termin erstellen (create private appointment) dialog opens.
2. Optionally select a value in the Pause field.
3. Enter a Titel.
4. Select the Mitarbeiter.
5. Adjust Beginn and Ende.
6. Optionally enable Mehrtägig, Ganztägig, Privater Termin (private appointment), or Wiederholung.
7. Click Speichern.

Add a break

Breaks block time for planned interruptions. You can choose between standard breaks and custom break types. Full instructions are in the article Add a break to the calendar.

Create a group or course appointment

Group appointments and course appointments are entries for multiple clients at the same time. A course appointment belongs to a course with multiple fixed appointments. A group appointment is a one-time event. Full instructions are in the article Create a course or group appointment.

Note: Both types require an existing group service or course. Without one, the calendar shows the Buchung nicht möglich (booking not possible) dialog. It contains the text Es sind keine Gruppen buchbar. (no groups are bookable) or Es sind keine Kurse buchbar. (no courses are bookable).

Create a blocker

A blocker reserves a time slot and prevents both online and internal bookings, without linking a client. It uses the same dialog type as vacation, sick leave, private, and break.

1. Click on a free time slot in the calendar and select Blocker. The Blocker erstellen (create blocker) dialog opens.
2. Enter a Titel.
3. Select the Mitarbeiter.
4. Adjust Beginn and Ende.
5. Optionally enter a Notiz.
6. Optionally enable Mehrtägig, Ganztägig, or Wiederholung.
7. Click Speichern.

Add a task

Tasks are internal entries without a direct time booking. They appear in the calendar as reminders or to-dos. Full instructions are in the article Show tasks in the calendar.

1. Click on a free time slot in the calendar and select Aufgabe. The Aufgabe erstellen (create task) dialog opens.
2. Enter a Titel.
3. Optionally enter a Beschreibung (description).
4. Optionally select a Patient.
5. Optionally select a Bearbeiter (assignee).
6. Check Status and Priorität (priority) — both are pre-filled.
7. Optionally set a Fälligkeitsdatum (due date) and Tags.
8. Click Speichern.

Add individual bookable time

Individual bookable time manually extends a staff member's online booking window — outside their regular opening hours. Full instructions are in the article Bookable times.

1. Click on a free time slot in the calendar and select Individuelle buchbare Zeit. The Individuelle buchbare Zeit erstellen (create individual bookable time) dialog opens.
2. Select the Mitarbeiter.
3. Set Datum (date) and Beginn.
4. Optionally adjust Ende.
5. Select a Standort — this field is required.
6. Click Speichern.

Common issues

• Client not found: Check the spelling or search by date of birth or phone number. You can create new clients directly using the Neuanlage button in the appointment dialog.
• Service not selectable: The service is not configured for the selected staff member or location. Open Einstellungen → Leistungen (settings → services) and check the assignments.