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Creating an appointment for a child or dependant

Learn how to create appointments for dependants. They will be attached to the account of the main customer, but can be invoiced seperately

There is more than one way to create an appointment for a dependant, it depends on how you would like to manage their information and invoicing.

Store information on the parent/guardian

An appointment can be created with the parent/guardian as a client with the dependent saved on the appointment

  1. Create an appointment as normal and after choosing the main contact (eg. the parent), click the "+ add a dependant" button.
  2. Type the name of the dependant (eg. the child).

What happens:

  • The appointment is created with the name of the dependent visible on the calendar.
  • The appointment is attached to the parent.

This means:

  • You will be able to find these appointments under the parent's details from the client's page.
  • You will be able to generate invoices for the dependent and the parent separately by simply choosing the appropriate appointments when creating the invoice.
  • Notifications will be sent to the parent's contact details.
  • If medical aid information is added to the parent's profile, it will be pulled through to the invoice for the dependent.

An appointment can be created with the dependent loaded as a client:

  1. Add the dependent as a client, use the parent/guardian's phone number and email address if required.
  2. Create an appointment as normal.

What happens:

  • The appointment is created under the dependent's profile

This means:

  • You will be able to find these appointments under the dependent's details from the client's page.
  • You will be able to generate invoices for the dependent.
  • Notifications will be sent to the dependent's contact details (in this case, the parent or guardian).
  • If medical aid information is added to the dependent's profile, it will be pulled through to the invoice for the dependent.
GUARDIAN DEPENDANT PARENT-CHILD

Invoicing

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Forms

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For JotForm to send the form submissions to AppointmentGuru, you will need to link the form and optionally map certain fields from your form to corresponding fields on your client's profile

Create your form in JotForm

Some quick tips to help you get the most out of JotForm's capabilities. This article will make some suggestions to help you create your first forms

Install the JotForm Integration

Once you have created your form/s in JotForm, you will want to connect them with you AppointmentGuru account so that when a client submits a form, their form submission can be connected to their profile in AppointmentGuru (via magic 🦄)

JotForm Integration

An overview on how to set up your AppointmentGuru account to work with JotForm. You will learn how to create forms in JotForm, connect them to your client's AppointmentGuru profile and add the forms to your AppointmentGuru notificiations

How the JotForm integration works

A quick overview showing you how the JotForm integration works from your client filling out the forms online though AppointmentGuru connecting the form submission to their profile

Automation

Forms

How the JotForm integration works

A quick overview showing you how the JotForm integration works from your client filling out the forms online though AppointmentGuru connecting the form submission to their profile

Invoicing

Appointments

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Automation

Appointments

Clients

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Integrations

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Integrations

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Forms

Create your form in JotForm

Some quick tips to help you get the most out of JotForm's capabilities. This article will make some suggestions to help you create your first forms

How the JotForm integration works

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Integrations

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Invoicing

Configuring your account

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Invoicing

Configuring your account

Notifications

Configuring your account

Appointments

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