Overview
Adding an appointment captures the when/where/why so Dashboard can remind you and Copilot can help you prep.
Include clinician name and location notes when you have them.
Why use it
A complete event entry reduces day-of scrambling.
Where to find it
How to
- 1Open Appointments
Go to Appointments.
- 2Tap Add
Start a new event form.
- 3Enter details
Add date, time, title, and notes such as “bring insurance card.”
- 4Save
Confirm it appears in the list and on Dashboard.
Buttons & controls
| Control | What it does |
|---|---|
| Add | Opens create form. |
| Save | Stores the event. |
| Edit | Adjusts details later. |
| Delete | Removes a canceled visit. |
Tips
Notes
Troubleshooting
Cannot pick a time
Check timezone settings under Settings if times look shifted.
Related
See related articles linked from this topic for the next steps.