How to book appointments for new business patients

How to book an appointment for new business patients

As mentioned in the video, you click on the date and time in the diary that you would like the appointment to be.  This will bring up the screen below.  As we are booking for a new client we click on 'Create a New Client.'

This then brings you to the new client screen where you fill out the patients details.  It is under the Billing Details section that you select A business pays for the patient's treatment.  This then allows you to select the business from the drop down.

Once you click Create it brings up the appointment summary screen which shows BUPA is paying for this treatment.