Create appointment Praxis Desk

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

Where do I find appointment creation?

Clicking on a free spot in the calendar opens the quick popup. It shows the detected time and column (staff member or resource) and lists all available entry types. 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.

Appointment types

offisy distinguishes the following entry types in the calendar:

Type	Description
Individual service	Appointment with one client for a specific service
Break	Planned interruption (standard or custom break type)
Private	Personal block with no client reference
Vacation	Full-day absence for a staff member
Sick leave	Sick-day absence for a staff member
Course	Service across multiple fixed appointments for a group
Group appointment	One-time service for multiple clients at the same time
Blocker	Time block without a client reference, prevents bookings in that slot
Task	Internal task without a time booking, visible in the calendar
Individual bookable time	Manual extension of a staff member's online bookability

Note: Public holidays are automatically added from the holiday configuration. Entries of type External come from a calendar sync (e.g. Google Calendar) and cannot be created manually.

Prerequisites

• You have the Termine verwalten permission.

Create an individual service

An individual service is an appointment with exactly one client for a specific service.

1. Click on a free time slot in the calendar.
2. Enter a name, date of birth, or phone number in the search field.
3. Click the client in the suggestion list.
   • If the client does not yet exist in offisy: click Create new client, fill in first and last name, and click Save.
4. Select a service from the list.
   • offisy automatically fills in duration, staff member, and location from the service configuration.
   • You can only select services configured for the respective staff member and location.
5. Adjust date, start time, and end time as needed.
6. Optionally assign a resource (e.g. treatment room, equipment).

Benötigte Lizenz

This option is only available if the Resources module is included in your license.

7. Optionally enter an internal note. Notes are only visible to staff members.
8. Click Save.

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

Add vacation

offisy always creates vacation entries as full-day entries. You can block multiple days at once.

1. Click on a free time slot in the calendar.
2. Select the type Vacation in the menu.
3. Select the staff member.
4. Set the start date and end date.
5. Click Save.

Add sick leave

Sick leave entries behave like vacation: offisy creates them as full-day entries; they can span multiple days.

1. Click on a free time slot in the calendar.
2. Select the type Sick leave in the menu.
3. Select the staff member.
4. Set the start date and end date.
5. Click Save.

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.
2. Select the type Private in the menu.
3. Adjust date, start time, and end time.
4. Click Save.

Add a break

Breaks block time for planned interruptions. You can choose between standard breaks and custom break types (with their own icon and color). Full instructions are in the article Add a break to the calendar.

Create a course or group appointment

Courses and group appointments are entries for multiple clients at the same time. A course consists of multiple fixed appointments; a group appointment is a one-time event. Both are created from the services area. Full instructions are in the article Create a course or group appointment.

Create a blocker

A blocker reserves a time slot and prevents both online and internal bookings, without linking a client.

1. Click on a free time slot in the calendar.
2. Select Blocker in the quick popup.
3. Adjust date, start time, and end time.
4. Optionally enter an internal note.
5. Click Save.

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 Tasks in the calendar.

1. Click on a free time slot in the calendar.
2. Select Task in the quick popup.
3. Enter a title.
4. Optionally select a staff member and a due date.
5. Click Save.

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 Manage bookable times.

1. Click on a free time slot in the calendar.
2. Select Individual bookable time in the quick popup.
3. Select the staff member.
4. Adjust date, start time, and end time.
5. Click Save.

Common issues

• Client not found: Check the spelling or search by date of birth or phone number. You can create new clients directly from the appointment dialog.
• Service not selectable: The service is not configured for the selected staff member or location. Open Settings → Services and check the assignments.
• Resource already occupied: Choose a different time or a different resource. Occupied resources are color-coded in the calendar.