01 · Scheduling, Appointments & Booking

Appointment Management

A shared calendar for booking appointments against staff availability and agreed appointment rules.

Appointments connect a customer's requested time with the staff and resources available to serve them. Reception teams need a shared record when bookings come from calls, messages and a website. This system keeps changes visible and helps prevent overlapping commitments.

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02

What it manages

Appointments can hold customer details, service, duration, staff member, location and status. Opening hours, blocked time and cancellations affect availability. For a clinic, this can manage reception and appointment administration; medical records or treatment decisions need a separate, explicitly defined system.

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How it works in a business

Reception or a customer selects an available slot and enters the required details. Confirmation records the booking, and reminders can follow the agreed contact rules. Staff mark arrival, completion, cancellation or a missed appointment so the next booking uses current availability.

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What SFn can customise

SFn can configure slot lengths, resource checks, reminder timing and staff access. Website booking and calendar connections can be scoped. Concurrent requests and rescheduling must be tested to prevent double bookings, with patient or other sensitive information limited to the necessary fields.

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Related & next step

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