> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kashfy.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Appointments

> Reschedule, cancel, mark attendance, and take notes on patient bookings

Once appointments are in the system — whether booked by the AI or created manually — your staff manages them from the dashboard.

## 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](/appointments/appointment-status) for a full breakdown of each status and when to use it.

## Rescheduling an appointment

<Steps>
  <Step title="Open the appointment">
    Click the appointment in the list to open its details.
  </Step>

  <Step title="Click Reschedule">
    Select a new date and time from the available slots for the same doctor.
  </Step>

  <Step title="Confirm">
    Save the change. The appointment is updated instantly. The patient is not automatically notified — notify them manually via WhatsApp if needed.
  </Step>
</Steps>

<Warning>
  Rescheduling does not automatically send the patient a new confirmation message. If the booking came via WhatsApp, you can open the conversation and message them directly.
</Warning>

## 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.

<Info>
  Cancelled appointments do **not** count toward your plan's monthly booking quota. Only confirmed (non-cancelled) bookings are counted.
</Info>

## 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).

<CardGroup cols={2}>
  <Card title="Appointment Statuses" icon="circle-check" href="/appointments/appointment-status">
    A reference for every appointment status.
  </Card>

  <Card title="Patients" icon="users" href="/patients/overview">
    View the full patient record linked to a booking.
  </Card>
</CardGroup>
