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How can I update Service Bookings in Connect?

A guide on how to manage appointment bookings

Emily Mackness avatar
Written by Emily Mackness
Updated over a week ago

Once you have set up your services in Connect, you will be able to manage appointment bookings made through the app in our interactive Calendar.

You can also book in appointments for patients in Connect, making your Calendar a central place for all appointment bookings.

Below are some step by step guides on how to create, cancel, and update appointments in Connect.

Cancelling an appointment

If you need to cancel an appointment, you can do so from the 'Calendar' tab in Connect. You can see a short video on this here.

  1. View your service bookings in the 'Calendar' tab in Connect.

  2. Click 'Cancel' in the appointment box

  3. The appointment in the calendar will then display in red

Rescheduling an appointment

If you need to reschedule an appointment, you can do so from the 'Calendar' tab in Connect. You can see a short video on this here.

  1. Click on the appointment that you need to reschedule in the Calendar

  2. In the appointment box, click 'Change time'

  3. Click on the small calendar icon next to the current time and date

  4. Select the new date and time for the appointment and click 'Update'

Creating an appointment

If you need to create an appointment, you can do so from the 'Calendar' tab in Connect. You can see a short video on this here.

  1. Click on 'Create an appointment' in the Calendar in Connect

  2. If the patient has an account already, you can search for them by name in 'Search patient'

  3. If the patient does not have an account already, you can select 'Add New Patient' and add their details. Click done once complete.

    Note: this does not create an account for them, so you can still book patients in for appointments that do not use the app, to keep your bookings in one place.

  4. Once you have added the patients details, search for the service, and select the appointment date and time.

  5. Confirm details are correct and click 'Create Booking'.

Updating an appointment as attended

To give patients the best experience, you should update all appointments as either attended or not attended. You can do so from the 'Calendar' tab in Connect.

  1. Click on the appointment, and select 'Attended'

  2. If the patient did not attend the appointment, click 'Patient did not attend?' and the appointment will update in the calendar.

Sending an invite for a Pharmacy First consultation

Within the Calendar tab, you can send out invitations to send out Pharmacy First consultation invites. You can see a short video on this here.

  1. In the calendar tab, click on 'Consultation Invite'

  2. In the same way as creating an appointment enter either the patient's name, or 'Add New Patient'.

  3. Ensure Pharmacy First is selected

  4. Either select 'Send invite for patient to complete questionnaire' or 'Create video appointment.

    Note: Sending an invite for the patient to complete the pre-screening questionnaire will lead them to book an appointment. If you would like to to send the questionnaire and book a video appointment for the patient, 'Create video appointment' would be the more appropriate choice.

  5. Click 'Send Invite'.

Managing Pharmacy First appointments

Appointments can be managed from the Calendar tab in your Connect platform. As these appointment bookings have a questionnaire and a video consultation attached, updating them in Connect looks a little different.

  1. View appointments in the Calendar

  2. Click into an appointment to access the 'Consultation' tab

  3. Download the pre-screening questionnaire if available

  4. Join video calls directly from your browser (no software needed)

  5. After the consultation, mark the appointment as 'Attended'

  6. Select the outcome: Advice given, Prescription issued, or Referral to GP

  7. If prescribing, enter the product details, exemption status, and fulfilment method

  8. If payment is needed, the patient will receive a payment link

  9. Once payment is completed, the order appears in the Orders tab

  10. Add any notes and click 'Submit' to send a consultation summary to the patient

Orders will not appear in the Orders tab until payment details are submitted by the patient.

If the patient booked via MyGP or your own app listing, they will not complete a Healthera pre-screening questionnaire.

For face-to-face appointments, you can add a video call if needed by clicking ‘Add video call’ in the appointment.

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Cancelling an appointment .mov
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Rescheduling an appt .mov
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Creating an appt.mov
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Sending a consultation invite.mov
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