Viewing appointment details
Click any appointment in the list to open its detail panel. You’ll see:- Patient name, phone number, and booking channel
- Doctor assigned, date, and time
- Current status
- Any notes added by staff
- Link to the full patient conversation (for WhatsApp and widget bookings)
Updating appointment status
The status of an appointment tracks where it is in the visit lifecycle. To update it, open the appointment and click the status dropdown. See Appointment Statuses for a full breakdown of each status and when to use it.Rescheduling an appointment
1
Open the appointment
Click the appointment in the list to open its details.
2
Click Reschedule
Select a new date and time from the available slots for the same doctor.
3
Confirm
Save the change. The appointment is updated instantly. The patient is not automatically notified — notify them manually via WhatsApp if needed.
Cancelling an appointment
To cancel a booking, open it and select Cancelled from the status dropdown, or click Cancel Appointment if that button is available.Cancelled appointments do not count toward your plan’s monthly booking quota. Only confirmed (non-cancelled) bookings are counted.
Adding notes
Your staff can add internal notes to any appointment. These notes are visible only to your team — not to patients. Use notes to record:- Special patient requests
- Pre-visit instructions given
- Follow-up actions needed
Doctor view
Doctors with access to the Kashfy doctor portal see a simplified version of this data — only their own appointments, with patient name and time. Doctors can update the status of their own appointments (e.g., marking a patient as arrived or completed).Appointment Statuses
A reference for every appointment status.
Patients
View the full patient record linked to a booking.