A simple guide explaining how a patient can use the scheduling app to book a new appointment, reschedule an existing one, or cancel an upcoming visit.
✨ When This Guide is Needed
This guide explains the process a patient follows to manage their appointments using their scheduling app. It is useful for understanding the patient experience when:
A patient needs to schedule a new appointment.
A patient needs to change the date or time of an upcoming appointment.
A patient needs to cancel a visit.
What This Covers (And What It Doesn't)
✅ This article explains how a patient can schedule, reschedule, and cancel appointments using the mobile app.
❌ It does not cover how to register for the app or manage preferences. For that, please see our guide: Your Easy Guide to The Scheduling App.
✅ How a Patient Books a New Appointment
In the app, the patient taps the Calendar (
) button in the bottom-left corner.They then tap the Schedule an Appointment button.
The patient selects their desired appointment type, provider, and the date and time for the visit.
After reviewing the details on the confirmation screen, the patient taps Schedule this Appointment and will receive a success message.
✅ How a Patient Reschedules an Upcoming Appointment
From the Apppointments screen, the patient taps on the upcoming appointment they wish to change.
They then tap the Reschedule Appointment button.
The patient selects a new date and time for the visit.
Finally, they confirm the new details and tap Schedule this Appointment. They will get a success message once complete.
✅ How a Patient Cancels an Upcoming Appointment
From the Appointments screen, the patient taps on the upcoming appointment they wish to cancel.
On the appointment details screen, they tap the Cancel Appointment button.
After confirming their choice, the appointment is removed from their upcoming schedule.
💡 Common Scenarios
What a Patient Might Notice | Why It's Happening | What This Means for the Patient |
The Cancel Appointment button is not visible. | The office may have the self-cancellation feature disabled or have it set to disable itself for appointments that are within a certain timeframe (e.g., less than 24 hours away). | The patient will need to call the office directly to cancel or change their appointment.
The office can manage these preferences under Scheduling > Settings > Cancel Appointments. |
The Reschedule Appointment button is not visible. | Similar to cancellations, the ability to reschedule may be disabled by the office or the appointment may be too soon to allow for changes. | The patient will need to call the office directly to see if the appointment can be adjusted.
The office can manage these preferences under Scheduling > Settings > Reschedule Appointments. |
A specific appointment type or provider is not available to book. | The office configures which providers and services are available for online booking. The desired option may not be offered through the app. | The patient should call the office. Staff can help book the specific appointment they need over the phone. |
🎉 How to Confirm It's Working
A patient successfully books an appointment from the Scheduling App.
A rescheduled appointment appears with the new date and time in the patient's Scheduled Appointments list.
A canceled appointment is removed from the patient's Scheduled Appointments list.
💬 Need Help? We're Here!
If a patient has followed these steps and is still having trouble managing their appointments in the app, please contact our support team for further assistance. We're happy to help you resolve the situation. Contact us at 800-563-0469 or support@getaloha.com.