Appointments
See and run every booking in real time from the board, calendar, and waiting list
Every booking lands here, whether the AI made it on WhatsApp, a patient used your widget or public page, or your staff booked it by hand. Navigate to Dashboard → Appointments.
Three views
| View | What it shows |
|---|---|
| Board | Columns by stage (default) |
| Calendar | Month, week (default), or day grid |
| Waitlist | Patients waiting for a slot to open |
The page opens on today. Use the date range picker to look at other days, the branch filter if you have several branches, and the search box to find bookings by patient name, phone, doctor, notes, or symptoms.
Board
Five columns follow the visit:
| Column | Meaning |
|---|---|
| Reserved | Booked and upcoming |
| Arrived | At the clinic, waiting |
| In progress | With the doctor |
| Completed | Visit done |
| No-show | Didn't come |
Drag a card to another column, or open it and use the buttons. Cancelled bookings are hidden. Tap Cancelled at the top to show them.
Each card shows the patient's name and phone, the time (or queue number for walk-in doctors), doctor, branch, symptoms, when it was booked, and whether it's Paid (or an Add payment button).
A First visit badge sits at the top of the card when this is the patient's first visit to your clinic (earlier cancelled or missed bookings don't count). The same badge shows on the appointment sheet and the visit page.
Calendar
Switch to Calendar and choose Month, Week, or Day. Use the arrows to move and Today to jump back. Tap a booking to open it.
Opening a booking
What opens when you tap a card on the board or a booking on the calendar depends on your role:
| Role | What opens |
|---|---|
| Doctor | The visit page: the patient's page, full screen, with earlier visits, the visit record, prescription and End visit |
| Reception, admins, owner | The appointment sheet: stages, payments and procedures, with the clinical side read-only and an Open visit button |
Waiting list
For patients who want the next free slot with a doctor.
- Add to list - pick the doctor, enter the patient's name and phone, and optionally a preferred date and notes.
- Contact - opens WhatsApp with the patient.
- Call - dials the patient.
- Booked - marks them as booked and takes them off the list.
- Remove - takes them off without booking.
Booking an appointment manually
Tap New appointment
Top right of the page.
Choose branch and doctor
The doctor's open slots load for the date you pick.
Pick date and time
Only free times are shown. For walk-in (queue) doctors there are no times: the Time box becomes Queue number and shows the number the patient will get (for example #7), with how many places are left. If the day is full or already over, it shows Closed.
Enter the patient
Full name and phone number, plus symptoms if you like.
Tap Confirm booking
The booking appears on the board straight away. For a queue doctor, the confirmation shows the patient's Queue number. If the phone number is new, a patient record is created.
Doctors can't create bookings. Reception, admins, and the owner can.
Reminders
Docistra can send each patient a WhatsApp reminder a set number of hours before their visit. See Reminders.