How Admin Books an Appointment

This guide explains how an Admin can create and confirm a new patient appointment using the Add New Appointment option in the Yalla System.

Access Appointments Module

1. Log in as Admin.
2. From the left sidebar, click Add new Appointments.

Booking an appointment from the Admin panel is a 5-step process:

Step 1: Patient Information

The Add New Appointment pop-up opens with a progress bar.

Fields

• Patient Email
• Phone Number
• Patient Name (auto-filled if record exists)
• Gender (auto-filled if record exists)
• Toggle Switch for Guest account
  
  

Behavior

Account will be treated as a guest by default, no information of the patient will be saved directly in the system, except the name

• If the Guest account is switched off, then
• After adding any info if the email or phone number matches an existing patient, the system:
• Auto-fills patient details
• Shows “Patient record found.”
• Fields become non-editable
  
  
• If no record is found:
  • System displays “No patient record found.”
  • Admin can proceed (or create patient separately if required)
    
    

Click Next Step to continue.

Step 2: Services Info

Here, the admin selects the service and doctor.

Actions

1. Choose Department (e.g., Dermatology)
   

   

2. Select Service Type:

   • Doctor Service
   • Machine Service

3. Select Doctor

   • Available doctors are shown
   • Unavailable doctors are clearly marked
     

4. Choose a Service (e.g., Consultation, Laser, Lip Filler)

   • Duration and starting price are displayed

Click Next Step.

Step 3: Date & Time

Admin schedules the appointment.

Actions

1. Select a date from the calendar.
2. Choose an available time slot from the right panel
   

Notes

• Only available slots can be selected
• Booked or unavailable slots are displayed within the Unavailable Tab
  

Click Next Step.

Step 4: Additional Details

Admin assigns resources and optional notes.

Fields

• Room
• Machine (if required)
• Payment Status (Unknown / Paid)
• Notes & Instructions (optional)
• 

Click Next Step.

Step 5: Confirmation

A summary screen appears with:

• Patient information
• Selected service & doctor
• Date & time
• Assigned room/machine
• Payment status
  

Final Action

• Review all details carefully
• Click Create Appointment

Appointment is successfully created

Important Notes for Admin

• Patient email or phone is mandatory if it's not a guest account
• Auto-filled patient data cannot be edited
• Admin can book on unavailable time slots if the Admin uses the override feature
• Ensure correct doctor and room assignment before confirmation