> ## 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.

# Appointments

> View and manage all patient bookings across your clinic in real time

The Appointments section is your live view of everything booked at your clinic. All bookings — whether made via WhatsApp, the website widget, or manually by your staff — appear here.

## 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)

<Tip>
  Use the date range filter at the top to jump to any specific day or period. Today's schedule is shown by default.
</Tip>

## Appointment channels

Appointments flow into Kashfy from three sources:

| Channel      | How it works                                                                    |
| ------------ | ------------------------------------------------------------------------------- |
| **WhatsApp** | Patient messages your clinic's WhatsApp, AI books the appointment automatically |
| **Widget**   | Patient uses the chat widget on your website, AI books the appointment          |
| **Manual**   | Your staff creates the appointment directly from the dashboard                  |

## Creating an appointment manually

To add a booking yourself:

<Steps>
  <Step title="Open the appointments page">
    Go to **Dashboard → Appointments** and click **New Appointment**.
  </Step>

  <Step title="Select the doctor">
    Choose which doctor the appointment is for. The system will show that doctor's available slots.
  </Step>

  <Step title="Pick a date and time">
    Select an available slot. Unavailable times are greyed out.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Confirm">
    Click **Save**. The appointment is created and appears in the list immediately.
  </Step>
</Steps>

## Appointment reminders

Kashfy automatically sends a WhatsApp reminder to the patient the day before their appointment. No action required from your staff.

<Info>
  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.
</Info>

## 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.

<CardGroup cols={2}>
  <Card title="Appointment Statuses" icon="circle-check" href="/appointments/appointment-status">
    Learn what each status means and how to update it.
  </Card>

  <Card title="Managing Appointments" icon="calendar-days" href="/appointments/managing-appointments">
    Reschedule, cancel, and mark attendance.
  </Card>
</CardGroup>