Client Appointment Information
The Client Appointment pop-up includes the following information:
- Client information: name, client ID, mobile phone number, email address, and date of birth (with the client’s age shown in brackets next to it);
- Invoice number and the total amount of the invoice linked with this appointment;
- appointment information: duration, location, service name, appointment comments, appointments statistics, referrer name, and referral date
- Appointments: the total number of appointments created during this client’s lifetime in your account;
- YEAR: the number of appointments created this year, with the status of Confirmed, Arrived, or Completed (i.e. provided to the client)
- icons at the bottom of the pop-up with the following information:
- bell icon: appointment reminder status
- currency icon: shows the account balance of the client. (When appointments are marked with dark-colored flags, the red currency icon is replaced with a white currency icon on the appointment for better visibility.)
- recurring appointment
- SMS messaging panel and a shortcut to it
[SCREENSHOT PLACEHOLDER: Client appointment pop-up on the redesigned calendar] Client appointment pop-up with the redesigned appointment card (rounded corners) visible behind it
Personal Appointment Information
This pop-up contains
- title of the personal appointment
- duration and location
- appointment notes/description
[SCREENSHOT PLACEHOLDER: Personal appointment pop-up on the redesigned calendar] Personal appointment pop-up with the redesigned appointment card (rounded corners) visible behind it
Group Appointment Information
The Group Appointment pop-up contains
- Group Name
- Duration and Location of the appointment
- List of existing participant clients and the status of their appointment
- Appointment notes - if available
[SCREENSHOT PLACEHOLDER: Group appointment pop-up on the redesigned calendar] Group appointment pop-up with the redesigned appointment card (rounded corners) visible behind it
Frequently Asked Questions
Can I show a client copay directly on the appointment pop-up?
A separate copay field does not display on the appointment pop-up. To review the amount a client needs to pay, use the invoice linked to the appointment: the pop-up can show the invoice number and invoice total, and the currency icon shows the client’s account balance when a balance is available. For US insurance invoices, a copay saved on the client’s primary insurer can populate the client due amount when you edit the invoice.
If you want to collect part of the appointment fee during online booking, set a Portal Deposit on the service and turn on payment collection in your Client Portal payment settings.
Why does clicking an appointment only show the pop-up and not open the appointment panel?
Hovering over an appointment shows this pop-up. Clicking the appointment opens the appointment panel on the right, but only for users who have the Edit Appointments permission. Without it, the user has read-only access to the calendar: they can still hover to see the pop-up, but clicking, double-clicking, right-clicking, or dragging an appointment does nothing, and they cannot create an appointment by selecting a time on the calendar.
The appointment panel is the usual route from the calendar to a client’s session notes, so this can look like a notes problem even when the user’s clinical access and notes permissions are set up correctly.
To fix it:
- Go to User Menu > Account Settings > Team > Users and open the user.
- Under User Permissions, check that Edit Appointments is turned on, then click Save.
- If Edit Appointments is already on and clicking an appointment still does nothing, ask the user to log out and log back in. Zanda loads a user’s permissions when they log in, so a fresh login picks up their current settings. Refreshing the page, even a hard refresh, does not.
See User Permissions For Practitioners for what each permission controls, and Logging into Your Account for how to log out.