Appointments and the diary
Approve or reject booking requests
Review services that need staff approval before a patient’s appointment is confirmed.
For: Owners, administrators, and office admins
Before you start
- Staff approval must be enabled in Clinic setup → Booking rules.
Review a request
- Open Bookings, then Booking approvals.
- Open the request and check the reason for visit or booking note, answers, and contact details.
- Select Approve to confirm the appointment, or Reject to decline it.
- If you reject it, add a reason for the clinic record.
Good to know: A pending request holds the selected time while staff decide. Request and rejection updates are sent by email when patient email notifications are enabled. They are not sent by SMS. An approved request follows the normal booking-confirmation settings.
Turn approval on or off
Owners and administrators can turn approval on or off for the whole clinic in Clinic setup → Booking rules. Services cannot use a different approval rule.
Android booking preview
The Android preview includes a synthetic request in the Approvals filter so the approve and reject controls can be tested. Those actions update only the temporary preview record and history; they do not change clinic settings or send patient messages.
Couldn’t find the answer?
Email contact@diarycare.co.uk and tell us which step you reached.
Contact support