GuidesAppointmentsCreate Walk-In

Create a Walk-In Appointment

Quickly register a patient who arrives without a prior booking directly from the calendar view.

Prerequisites

  • Staff account with appointment create permission
  • The patient must already exist in the system

Steps

  1. Navigate to the Calendar page (main appointments view).
  2. Click Add Appointment from the toolbar, or click directly on a time slot in the calendar.
  3. Select the Patient from the patient list.
  4. Select the Service to be performed.
  5. Confirm the appointment — the status is set directly to CONFIRMED (skipping the SCHEDULED step).

Notes

  • Walk-in appointments bypass the SCHEDULED status and are created directly as CONFIRMED.
  • A DRAFT session is automatically created for the patient when the appointment reaches CONFIRMED status (if one does not already exist for the same session type in that clinic).
  • The SmartScheduling engine still assigns a qualified staff member.
  • No booking confirmation email is sent for walk-ins since the patient is already present.
  • Walk-in appointments appear immediately on the calendar view.