Create an Appointment

AnyVet Smart supports two main booking patterns: a standard appointment flow for existing customers and pets, and a quick flow that creates the registration and appointment in one pass.

Who Should Read This

• Reception and front office staff
• Users handling walk-ins or pre-booked visits
• Users who start the appointment flow from the customer screen

Where the Flow Starts

Appointments usually begin in one of these places:

• Open the new appointment modal from Schedule / Appointment
• Select Book Appointment from the Customer detail workspace

Starting from the customer screen reduces data entry because the current customer or pet context is already known.

Standard Appointment Flow

Step 1. Choose the appointment type

The first modal step asks which booking flow to use.

• Returning: for an existing customer and pet
• Quick: for a fast registration + appointment flow

For already registered customers, Returning is the normal choice.

Step 2. Select the customer and pet

In the standard flow, choose the customer first and then the pet under that customer.

If the flow started from the customer workspace, some of this context may already be filled in.

Step 3. Enter appointment details

Typical appointment fields include:

• Appointment date
• Start time
• End time
• Veterinarian (optional)
• Purpose Group (required)
• Purpose (optional)
• Chief Complaint
• Instruction
• Note

Important input rules:

• The appointment date cannot be earlier than today.
• The end time must be later than the start time.
• The start time may be left blank, which creates an unspecified-time appointment.
• An end time is only valid when a start time exists.
• If the end time is not set manually, the UI may suggest a time roughly 30 minutes after the start time.

Note: Purpose Group is required. Even if the visit reason feels broad, the group is important for queue routing and reporting consistency.

Step 4. Review the summary

Before saving, confirm:

• Date and time
• Customer and pet information
• Assigned veterinarian
• Purpose group and purpose
• Chief complaint and note

Step 5. Complete creation

After confirmation, the appointment is created. In most cases it begins in PENDING and moves into the active queue later through check-in or queue transfer.

Quick Appointment Flow

Use the quick flow when registration and booking need to happen together. Internally, the system creates the customer and pet first, then creates an OPD appointment.

When quick appointment is a good fit

• A new walk-in patient needs to be registered immediately
• The visit is urgent and clinical access matters more than full demographic completeness
• The team is holding only minimum information from a phone booking

What quick appointment collects

The quick flow combines three groups of information:

• Customer information
  • Name
  • Phone number
• Pet information
  • Pet name
  • Species
  • Birth date or age information
  • Basic defaults such as weight
• Appointment information
  • Veterinarian
  • Purpose Group
  • Purpose
  • Chief Complaint

Warning: Quick appointment is designed for speed, not profile completeness. After creation, reopen the record and finish missing details through Search and Manage a Customer Profile.

Notes for Booking from the Customer Screen

• If a pet is selected, the appointment is created for that pet.
• If extended services are enabled for the branch, the user may first choose a service category before the medical flow continues.
• Hotel, grooming, or pet taxi bookings can branch into their own service workflow instead of a medical appointment.

What Usually Happens Next

• Use same-day check-in or queue transfer when the patient actually arrives.
• Continue to Manage the Live Queue for same-day operations.
• Use Appointment Status Flow when interpreting status changes.

Related Docs

• Register a Customer and Patient
• Search and Manage a Customer Profile
• Manage the Live Queue