Schedule: Save and Hold Slot
We’ve introduced a new Save and Hold Slot feature to improve efficiency and prevent scheduling conflicts during appointment scheduling. When front office staff select an open time slot, they can now click Save and Hold Slot to temporarily reserve it while gathering additional information from the patient.
Previously, if another user clicked 'Book' on the same time slot first, the appointment could be taken before the original scheduler completed the process. This enhancement ensures the selected slot is securely held throughout the booking workflow, reducing scheduling conflicts and supporting a smoother, more reliable front-office experience.
The recommended workflow for booking an appointment is as follows: first, click the desired time slot; then, select Save and Hold Slot to reserve it; next, complete the booking details on the appointment page; finally, click 'Book' to confirm the appointment.