Using Nookal

Learn how Nookal works throughout your day and across your clinic.

Managing Recurring Bookings

Sam Written by Sam
... on a jolly January day.


📖 In This Article

Cancelling and Resetting Recurring Bookings
Printing a List of Client Bookings


Find out how to create Recurring Bookings by clicking here and scrolling down to the heading titled Booking Recurring Appointments.

One of Nookal’s great time-saving features is Booking Recurring Appointments. This feature allows you to create multiple appointments in bulk, instead of manually adding them individually.

However, sometimes it may become necessary to Cancel or Reset these recurring appointments. This article will guide you through the process of Canceling or Resetting Recurring Appointments in bulk, as well as Printing and Emailing a list of Client Bookings.

Cancelling and Resetting Recurring Bookings

Cancelling and Resetting Multiple Bookings in bulk is possible via the Bookings section of the Client Profile.

Learn how to search for a Client Profile here.

If the Client has a recent Booking, you can navigate to their Bookings section quickly by clicking ‘Appointment List’ from their Booking in the Diary.

 

1

Click Bookings from within the Clients menu.

2

Click the checkbox next to each relevant Booking from the list, or alternatively choose a filtered list of Bookings from the Select dropdown.

3

To Cancel the bookings, click Cancellation under Set Status from the menu on the right side of the page.

4

If required, leave a note to describe the reason for Cancellation, then click Continue.

5

To Reset the Status of the bookings (for example, if they were Cancelled in error), click Reset Status.

6

The Status of each Booking is displayed in the Booking Details.

Printing a List of Client Bookings

1

From the Clients > Bookings section, click the checkbox next to each relevant Booking from the list, or alternatively choose a filtered list of Bookings from the Select dropdown.

2

Email or Print the selected Bookings by clicking either Print Bookings or Email Bookings from the blue menu on the right of the screen.

3

If Printing, choose your Print Order (Oldest or Newest First) and whether you’d like to include Cancellations or DNAs, then click Print.

4

If Emailing, choose your Print Order (Oldest or Newest First), whether you’d like to include Cancellations or DNAs, and the correct Recipient, then click Send.

To hide or display the Client’s Date of Birth on the Printed/Emailed Bookings List head along to Setup > Practice > Locations > click the Location name > Under ‘Invoices‘ at DOB select or deselect ‘Show on Bookings List‘ > Save Changes.

 

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