Services and bookings
Bookings
Book patients into your services and send them an automatic email or SMS confirmation.
What it does
A booking puts a patient into one of your services at a date and time. When you create one, PharmaLineAI can send the patient a confirmation by email or SMS — the same thing the AI agent does when it books a caller in.
Where to find it
Header → Bookings (/dashboard/bookings).
Step by step
Create a booking
- Click New booking (you need at least one patient and one active service first).
- Patient — choose the patient, then click Continue.
- Service & time — choose the service and pick the date and time, then click Continue (or press Enter).
- Confirm — choose how to confirm (Email, SMS or None), add any notes, and check the summary.
- Click Create booking. Nothing is created before this. You'll see whether a confirmation went out.
The step markers at the top take you back to any step you've already filled in; steps ahead unlock as you reach them. If something needs changing when you click Create booking, the form opens that step and shows what's wrong.
Update or cancel a booking
Use the status dropdown on a booking row: Requested → Confirmed, or Cancelled / Completed / No-show. The change shows straight away — confirming or cancelling sends the patient nothing, so there is nothing to wait for.
Book the same patient in again
Click ⋯ at the end of a row, or right-click it, then Book again in a week. It creates the same patient and service a week later, as Requested, with no confirmation sent — so nobody is told about an appointment you have not agreed to yet. Change the time and status, then confirm it when you are ready.
Delete removes the appointment from the diary. No cancellation is sent to the patient, so tell them yourself — or set the status to Cancelled instead, which keeps the record.
Find a booking
Search by patient, service or the booking's notes. Filter the Status column to today's confirmed appointments, or the Patient, Service or Confirmation column to one value. Sort by When. Save the arrangement under Views — see Lists and tables.
What each screen shows
The bookings list shows when, the patient, the service, which confirmation channel was used, and an inline status control.
Tips & good to know
- A confirmation only sends if (a) you chose Email or SMS, (b) that channel is switched on for your pharmacy in Settings, and (c) the patient has that contact detail on file — otherwise the booking is still created but no message is sent.
- Every booking create and status change is written to the audit log.
Troubleshooting
- "No confirmation sent" — check the channel is enabled for your pharmacy and the patient has an email/phone number.
- Can't click New booking — add a patient and an active service first.
Related guides
- Lists and tables — search, sorting, column filters, saved views and editing in place.
- Services
- Patients