Managing health appointments for your family members shouldn't involve juggling multiple accounts or phone calls. This guide provides step-by-step instructions for clinic staff to walk patients through adding dependents and booking appointments on their behalf directly within The Scheduling App.
Prerequisites
An active patient account registered in The Scheduling App.
The Scheduling App installed on the patient's mobile device (Android or iOS) and signed in.
The dependent's exact full name and profile details as registered in your clinic's system.
1. Adding a Dependent to the Account
Before scheduling a visit for a family member, the patient must add them as a dependent under their primary account profile.
Direct the patient to open The Scheduling App and tap the Settings tab.
Under the Family header, tap Family Members.
Tap the the + Add Family Member button.
Have the patient fill in the dependent's details exactly as they are in your patient management system:
Click Continue.
Enter the token received on the phone number provided.
2. Booking an Appointment for a Dependent
Once a dependent is added and active, the patient can select them during the standard booking process.
Ask the patient to tap the Schedule (
)tab in the bottom navigation bar.Tap Book Appointment (or the + icon).
On the appointment selection screen, instruct the patient to check the box next to the dependent's name.
Then, click Continue.
Select the desired service, provider, and time slot.
The dependent's name will display on the appointment Confirm Appointment screen. Click Schedule This Appointment to book the appointment.
On the My Appointments page, their appointments will appear with their name at the bottom.
3. Removing a Dependent
If a patient no longer needs to manage appointments for a dependent, they can remove them from their account at any time.
Direct the patient to Settings > Family > Family Members.
Have them click the trash can icon.
Tap Remove to confirm.
Note: Removing a dependent removes their associated appointments from the patient's app list the next time the list refreshes.
Common Questions
Why isn't a dependent showing up on the booking screen?
Why isn't a dependent showing up on the booking screen?
Verify that the dependent was added successfully. To confirm the dependent was added navigate to Settings > Family > Family Members. If the dependent is not showing up there, click + Add Family Member to add them.
What should I do if the dependent didn't receive their access token?
What should I do if the dependent didn't receive their access token?
Confirm that their phone number was entered correctly, then try adding them again. If the token still doesn't arrive, verify their contact details in Aloha.
You'll Know It's Working When:
Linked dependents appear listed on the Family Members screen.
The dependent's name is selectable during appointment booking.
Confirmed appointment cards clearly display the dependent's name on the Schedule tab.
Need Help? We're Here!
Call: (800) 563-0469
Email: support@getaloha.com