Scheduling
Creating Appointments
Create appointments through the calendar with automatic conflict detection, recurrence, and visual identification by therapy.
Creating Appointments
The ProTerapia calendar allows you to create appointments quickly and intuitively, with automatic conflict detection.
Calendar Views
The calendar offers three views:
- Day — view all appointments for a day, separated by therapist
- Week — overview of the week with all therapists
- Month — compact monthly view
Creating a New Appointment
Through the Calendar
- Access Calendar in the side menu
- Click on an empty time slot in the desired therapist’s column
- The appointment form will open with the time and therapist pre-filled
- Fill in the fields:
- Patient — search by name or quickly register a new patient
- Type of therapy — select from the registered therapies (duration and price are filled in automatically)
- Date and time — adjust if necessary
- Notes — add pre-session observations (optional)
- Click Confirm
Conflict Detection
The system automatically prevents the creation of appointments at times that:
- Already have another appointment for the same therapist
- Are outside the configured availability of the therapist
- Fall within a break or exception of unavailability
If a conflict is detected, a message will be displayed suggesting that you choose another time.
Recurring Appointments
For patients with regular sessions:
- When creating the appointment, check the Recurring option
- Choose the frequency:
- Weekly — same day and time every week
- Biweekly — every two weeks
- Monthly — once a month
- Set the end date or the number of occurrences
- The system will create all appointments at once, checking for conflicts on each date
Visual Identification
Each appointment is displayed on the calendar with the color of the type of therapy, making it easy to quickly identify which types of sessions are scheduled.
Who Can Schedule
| Role | Permission |
|---|---|
| Owner | Can schedule for any therapist |
| Therapist | Can create only their own appointments |
| Assistant | Can schedule for any therapist |
Scheduling via WhatsApp (Pro)
In the Pro plan, patients can schedule directly through WhatsApp, chatting with Tera. The AI assistant checks availability, suggests times, and automatically creates the appointment. Learn more in Scheduling via WhatsApp with Tera.