The appointments dashboard
Navigate to Dashboard → Appointments to see all bookings. The view shows appointments organized by date, with columns for:- Patient name and phone number
- Doctor
- Date and time
- Status (reserved, arrived, completed, cancelled, no-show)
- Channel (WhatsApp, widget, manual)
- Branch (if you have multiple locations)
Appointment channels
Appointments flow into Kashfy from three sources:Creating an appointment manually
To add a booking yourself:1
Open the appointments page
Go to Dashboard → Appointments and click New Appointment.
2
Select the doctor
Choose which doctor the appointment is for. The system will show that doctor’s available slots.
3
Pick a date and time
Select an available slot. Unavailable times are greyed out.
4
Enter patient details
Enter the patient’s name and phone number. If the patient already exists in your system, their record will be linked automatically.
5
Confirm
Click Save. The appointment is created and appears in the list immediately.
Appointment reminders
Kashfy automatically sends a WhatsApp reminder to the patient the day before their appointment. No action required from your staff.Reminders are only sent for appointments booked via WhatsApp or the widget, where the patient’s phone number is already linked to a WhatsApp account.
Filtering and searching
Use the filters above the appointments list to narrow down by:- Doctor — see only one doctor’s schedule
- Date range — pick a custom period
- Status — filter by reserved, completed, cancelled, etc.
- Branch — relevant if you have multiple locations
Exporting appointments
Coming soon — appointment data export to CSV.Appointment Statuses
Learn what each status means and how to update it.
Managing Appointments
Reschedule, cancel, and mark attendance.