Use Quick Book when you want to:
Send email confirmations or reminders to clients already scheduled in your backend system.
Book existing clients into a new appointment when you already have their information in your CMS or EMR.
How to Quick Book:
Click an open slot in the calendar.
Select Quick Book.
If this is your first time, check the box beside Quick Book to view the basic client details you’ll be prompted to enter.
Enter the client details as prompted.
You will need to enter at least one of: name, email, or client identifier to create the referral.
Choose how to finish:
Click Book to submit the referral and send an email confirmation (if you’ve entered an email address).
Click Quick Complete if the appointment has already occurred and you know the outcome.
Tips for success:
Confirm the client’s email address before booking to ensure they receive reminders.
Add client identifier if they already have a unique ID in your external systems to make it even easier to connect the dots in the future
Review your selections carefully if it’s your first time using Quick Book.
Have more questions? Send our team a message via the chat.