Getting started
Use the dashboard overview
Check today’s workload, items needing attention, and each provider’s schedule in one place.
For: All staff
Open today’s overview
- Open Overview from the dashboard menu.
- Check the date and clinic timezone shown at the top.
- Select New booking when you need to add an appointment, or Open today’s diary to see the full day.
Understand the totals
- Appointments today counts today’s confirmed appointments, approval requests, completed appointments, and no-shows. The smaller text says how many confirmed appointments or requests are still to come.
- Awaiting approval counts requests waiting across all dates, not only today. Overview loads up to 100 and shows 100+ when that limit is reached. Owners, administrators, and office admins can open the review queue. Practitioners see the count for their own diary but cannot approve requests.
- Completed today shows how many of today’s appointments have been marked complete and how many listed appointments are not complete.
- The fourth total depends on your role. Office Admin sees how many active providers are scheduled to work today, alongside the full active-provider count. Other staff see active clinic services; for a practitioner, it counts active services assigned to them.
Use Attention now as Office Admin
- Booking requests needing a decision link to the approval queue.
- Confirmed appointments whose end time has passed appear when an outcome still needs to be recorded. Open today’s diary to mark them completed or as a no-show.
- Google Calendar warnings link to the provider roster. Calendar health is read-only for Office Admin, so ask an owner or administrator to investigate or reconnect it.
- When none of these items needs action, Attention now shows a clear all-done message.
Scan today’s providers as Office Admin
- Today’s providers includes every active provider, even when they have no DiaryCare appointments.
- Each row shows today’s working hours, time off or an all-day-away state, working or assigned location, booked and remaining appointments, and the next patient where there is one.
- The Google status says connected, not connected, sync issue, reconnect needed, or unavailable. It does not reveal Google event details or provide connection controls.
- Select Open diary on a row to open the day view filtered to that provider, or Open full diary to compare the whole team.
Act on other role-specific alerts
- A booking-request alert appears for owners and administrators when requests need a decision. Select Review requests to open the queue.
- A practitioner who has not connected Google Calendar sees a prompt to connect it.
- Owners, administrators, and practitioners see a warning when a Google Calendar connection needs to be reconnected or its last sync failed. Select Fix connection beside the affected practitioner.
- An access message may explain why DiaryCare returned you to Overview after you tried to open an area your role cannot use.
Review today’s appointments
The list at the bottom shows today’s appointment time, patient, service, and status. Owners, administrators, and office admins also see a separate provider field on every row, so they can scan the clinic-wide schedule by practitioner. A practitioner sees only their own appointments. Select an appointment to open its full details, or select View all bookings to leave today’s view.
Android preview Today screen
The Android preview has a Today screen with appointment, remaining, completed, and approval totals. Its appointments, approval count, and Google Calendar connected message are fixed demonstration data. They do not show your live clinic or Google Calendar.
Couldn’t find the answer?
Email contact@diarycare.co.uk and tell us which step you reached.
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