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Creating an appointment for a child or dependant


You can create an appointment with notifications and integrated invoicing and attach it to an existing customer

There is more than one way to create an appointment for a dependant, it depends on how you would like to manage their information and invoicing.

Store information on the parent/gaurdian

An appointment can be created with the parent/guardian as a client with the dependent saved on the appointment

  1. Create an appointment as normal and after choosing the main contact (eg. the parent), click the "+ add a dependant" button.
  2. Type the name of the dependant (eg. the child).

What happens:

  • The appointment is created with the name of the dependent visible on the calendar.
  • The appointment is attached to the parent.

This means:

  • You will be able to find these appointments under the parent's details from the client's page.
  • You will be able to generate invoices for the dependent and the parent separately by simply choosing the appropriate appointments when creating the invoice.
  • Notifications will be sent to the parent's contact details.
  • If medical aid information is added to the parent's profile, it will be pulled through to the invoice for the dependent.

An appointment can be created with the dependent loaded as a client:

  1. Add the dependent as a client, use the parent/guardian's phone number and email address if required.
  2. Create an appointment as normal.

What happens:

  • The appointment is created under the dependent's profile

This means:

  • You will be able to find these appointments under the dependent's details from the client's page.
  • You will be able to generate invoices for the dependent.
  • Notifications will be sent to the dependent's contact details (in this case, the parent or guardian).
  • If medical aid information is added to the dependent's profile, it will be pulled through to the invoice for the dependent.