Simple how-to guides for FormAlert
Plain steps for the things you'll actually do — no jargon. Read the whole thing before you sign up, if you like.
How to
The Dashboard is for today. Appointments is for everything else — searching past visits, handling next week's bookings, adding a patient by hand.
The problem
Half your appointments are in the system and half are in a notebook, a WhatsApp chat, or somebody's memory. At some point two patients get the same slot, or one gets forgotten entirely.
The fix
This is the page that ends that. Anything booked outside the system gets added here in under a minute, and from that moment it behaves like every other appointment — same token, same confirmation, same reminders, visible to everyone on your team.
For walk-ins, phone bookings, and anything a doctor agreed to in person. This is how a booking taken the old way gets into the same list as the rest.
Go to Appointments and click New Appointment.
Enter the patient's name and phone number. If they've been before, typing their phone number fills in the rest.
Add an email and a referrer's phone number if you track referrals. Both optional.
Choose the starting status — Pending sends a registration message only, Confirmed sends registration plus confirmation.
Tick Mark as paid if they've already paid at the desk.
Pick the provider, then the service.
Pick a date and time slot. For a walk-in you can leave the time blank and the next free slot is assigned automatically.
Save. The patient joins today's queue and gets a WhatsApp.
Narrow further by status or by service type (online vs in-clinic), or search by patient name, phone number or service name.
New booking awaiting your decision. No token yet.
You accepted it. Patient has been sent a confirmation.
Visit finished. Review request sent, unless you completed it silently.
Patient didn't arrive.
Rejected by you, or cancelled by the patient from the portal.
Open the appointment, or use the buttons on the row directly.
Confirm — the patient gets a WhatsApp confirmation with the date, time, location and your clinic number, and they're assigned a queue token.
Reject — the booking is cancelled and the slot is freed for someone else.
Open the appointment and click Reschedule.
Pick a new date — available slots for that provider load automatically.
Pick a time and save.
The patient is notified over WhatsApp with the new details.
Two ways, and they behave differently:
Click View on any row. You get:
Click Export to CSV on the Appointments page. You get patient name, phone, email, service, provider, date, time, duration, price, status, payment status and service type — ready for Excel or your accountant.
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