Simplifying Appointment Booking in Prosper
Initiating Appointment Booking
Click on "New Event" or select an available time on the calendar.
White space indicates available time, while gray space indicates non-working hours.
Creating an Appointment
Click and drag or double click on the calendar to create an appointment.
Choose to create a new patient or select an existing patient.
Key patient information will be displayed through tags or profile notes.
Setting Appointment Details
Set the location and service for the appointment.
Provider will be automatically set if clicked on a provider's column.
Manually set the provider if using the new event button.
Add additional services with the same or different providers.
Adjusting Appointment Time
Use the "Change Date or Time" option to adjust the appointment time.
Available slots for the appointment will be displayed in green boxes.
Navigate to different weeks or months using the calendar option.
Adding Scheduler Notes
Include scheduler notes on the appointment for reference.
Managing Payment
If a card on file is required, you will be prompted to add one before creating the appointment.
Use a saved card on file if available.
Override the requirement if needed to directly schedule the appointment.