How to Schedule an Appointment For a Client

Appointments management is another feature OnlineInvoices presents to efficiently manage your clients. You can use appointments in the most effective way that suits your business, e.g., patients/doctors appointments, delivery/reception appointments, parent-teacher appointments, etc.

To schedule a new appointment with a client:

  1. Through the Clients” tab. Select the Appointments” option.
  2. The appointments page will list all recent appointmentsclient appointment
  3. Click the New Appointment” button at the top right corner.
  4. The Schedule a New Appointment” page will be populated as showing in the figure below.Schedule a New Appointment
  5. Select a client from the Client” drop-down menu.
  6. Select a date and a time frame from the Date” calendar.
  7. Select an action from the Action to-do” list. This list is completely customizable to suit your business needs.
  8. Add any related “Notes” to the appointment.
  9. Click the Save” button to save the appointment.


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