---
title: Booking an Appointment in Profile
slug: portal-sub/booking-an-appointment-in-profile
docTags: 
createdAt: 2026-03-04T12:03:13.119Z
---

# Article Overview 

The following article will cover how to book an appointment in Profile. It is meant for any users booking patient appointments.

# Book an Appointment in Profile

To book an appointment, complete the following steps:

1. Go to **Work Centre**.
2. Click **Appointments **from the segment list.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/jg1osKxl8_-SdrRS9UTIn_k2qfh0e2e-q59p06f-rdx2lsy6objc8h3a.png" size="70" isUploading="false" initialPath="assets/K2qfh0e2e-q59P06f-Rdx2lSy6oBJc8H3A.png" githubPath="en/Appointment Management and Scheduling/Appointment Bookings and Views and Lists/assets/K2qfh0e2e-q59P06f-Rdx2lSy6oBJc8H3A.png" position="flex-start" showCaption="false" indent="2"}

3. Double click an empty appointment slot or right click on the appointment slot and select **Book** from the drop-down menu. The **Book appointment **window will open.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/gYwN-LMvbL-UXKRhKIZgd_x5ko5ziynywoseeh7fsm4cg7ef8lietfa.png" size="100" isUploading="false" initialPath="assets/X5kO5ziyNyWoSeeH7FS_m4cg7ef8LietFA.png" githubPath="en/Appointment Management and Scheduling/Appointment Bookings and Views and Lists/assets/X5kO5ziyNyWoSeeH7FS_m4cg7ef8LietFA.png" position="flex-start" showCaption="false" indent="2"}

4. Enter the patient's name in the **Patient **field. Use the Last Name, First Name format.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ZTc3HylMdllSY_lZu8w_5_gokm510ind9ol2xgpm4bzw8nvpt3clpq.png" size="100" isUploading="false" initialPath="assets/GoK_m510iNd9oL_2xGpm4BZw8nVPT3CLPQ.png" githubPath="en/Appointment Management and Scheduling/Appointment Bookings and Views and Lists/assets/GoK_m510iNd9oL_2xGpm4BZw8nVPT3CLPQ.png" position="flex-start" showCaption="false" indent="2"}

:::Paragraph{indent="1"}
Matching names will appear.
:::

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Vk03bnIMZnalKcL8EDTXH_s-bgmvbcsavqpjr4ga1ma8mgupapewlyg.png" size="93" isUploading="false" initialPath="assets/S-BGMVbCsAVqPjr4G_a1MA8mGuPapEwlYg.png" githubPath="en/Appointment Management and Scheduling/Appointment Bookings and Views and Lists/assets/S-BGMVbCsAVqPjr4G_a1MA8mGuPapEwlYg.png" position="flex-start" showCaption="false" indent="2"}

5. Double click the patient's name from the list or click **New **if the patient's name does not appear.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/4n_bXEWVwpN-6X9X3v8fR_udoqxwyg08zkgdr7esbmiwvua6vg1jxexa.png" size="93" isUploading="false" initialPath="assets/udoqXWyg08zKgDR7EsBmIWVuA6vG1JxExA.png" githubPath="en/Appointment Management and Scheduling/Appointment Bookings and Views and Lists/assets/udoqXWyg08zKgDR7EsBmIWVuA6vG1JxExA.png" position="flex-start" showCaption="false" indent="2"}

6. Click the **Type** field to enter in the appointment type.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/T3RPIoJyo-qFSQLeYSc-z_ludguzefukiezqlfbtkqzcy33ybabjsbjw.png" size="100" isUploading="false" initialPath="assets/lUdgUzefuKIEZQlFbTKqZcY33ybabjsBJw.png" githubPath="en/Appointment Management and Scheduling/Appointment Bookings and Views and Lists/assets/lUdgUzefuKIEZQlFbTKqZcY33ybabjsBJw.png" position="flex-start" showCaption="false" indent="2"}

7. Click the ellipsis to choose an appointment type short code.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dMCKouB5QtqZqihm04pgx_lj6dytnlp6tb0jfouuvfaduhsdokwd2kq.png" size="100" isUploading="false" initialPath="assets/LJ6DYTnLP6Tb_0jfOuUvFAduhsDOKWd2KQ.png" githubPath="en/Appointment Management and Scheduling/Appointment Bookings and Views and Lists/assets/LJ6DYTnLP6Tb_0jfOuUvFAduhsDOKWd2KQ.png" position="flex-start" showCaption="false" indent="2"}

8. Options can be found and selected from the list that opens.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dfgfzfLUGGS8ANkRuNJre_t0j5tdopw13gj1mojshmls-73ewpq-oiyq.png" size="70" isUploading="false" initialPath="assets/T0J5tdOpW13gJ1MoJshmls-73ewPQ-oIyQ.png" githubPath="en/Appointment Management and Scheduling/Appointment Bookings and Views and Lists/assets/T0J5tdOpW13gJ1MoJshmls-73ewPQ-oIyQ.png" position="flex-start" showCaption="false" indent="2"}

:::Paragraph{indent="1"}

:::

:::hint{type="info" indent="2"}
**Note: **You can also click the **Type** field, enter the appointment type and then select from the list that appears.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/rhsNHe4ktwlAXDXUQBXUY_ad3tfzvmahwahal5sfdglsglykshqis6lg.png" size="60" isUploading="false" initialPath="assets/ad3tfzvmaHwahal5sfdglSglykshqIS6Lg.png" githubPath="en/Appointment Management and Scheduling/Appointment Bookings and Views and Lists/assets/ad3tfzvmaHwahal5sfdglSglykshqIS6Lg.png" position="flex-start" showCaption="false"}

:::

9. To send appointment advice via SMS or email, check the **Send Advice **checkbox**. **This action will deliver a notification to the patient by SMS or email. See [The Print/Send Advice Checkboxes in Profile: Overview and Configuration](docId\:AhcBNVpyvt9IAbCJrctF7) for more details and requirements.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/2uzxifaTj_sEc0OyxSJfO_zy3t8yqeyjkxje6pvqm42xvlt6ibdax2qg.png" size="100" isUploading="false" initialPath="assets/ZY3t8YqEYJKXJE6pVqM42XvlT6iBDAX2qg.png" githubPath="en/Appointment Management and Scheduling/Appointment Bookings and Views and Lists/assets/ZY3t8YqEYJKXJE6pVqM42XvlT6iBDAX2qg.png" position="flex-start" showCaption="false" indent="2"}

10. If you would like to generate a paper handout with appointment details for a patient, click the **Print Advice **checkbox. See [The Print/Send Advice Checkboxes in Profile: Overview and Configuration](docId\:AhcBNVpyvt9IAbCJrctF7) for more details.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ZUmRJLHJFczZQEcAqpXsk_w2qks4dqxifmjg9w3dknzhpjmtfvb6vwa.png" size="100" isUploading="false" initialPath="assets/W2qKs4dqxiFMjg9W3DKNZhPjMT_FVb6vWA.png" githubPath="en/Appointment Management and Scheduling/Appointment Bookings and Views and Lists/assets/W2qKs4dqxiFMjg9W3DKNZhPjMT_FVb6vWA.png" position="flex-start" showCaption="false" indent="2"}

11. Click **Apply **and **OK **to save the details.
12. The **Print Setup **window will open. Click **OK**.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/NEMfzwchyBEh6KqiI9BLR_j7tsd9klt0npjtelwu6gjvxo478rnbuctg.png" size="71" isUploading="false" initialPath="assets/j7tSd9KlT0nPjTeLWu6GjVxo478rNBuCTg.png" githubPath="en/Appointment Management and Scheduling/Appointment Bookings and Views and Lists/assets/j7tSd9KlT0nPjTeLWu6GjVxo478rNBuCTg.png" position="flex-start" showCaption="false" indent="2"}

13. Select your printer and click **OK**.
14. A printed handout will be generated with appointment details (date, time, provider, location).

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/IkdZHg3jzm3RfYWMsZCl8_dyut8yox3zjdfr1b4b8o31ws9jb4bs6jgw.png" size="100" isUploading="false" initialPath="assets/DYuT8yOX3zJdFr1b4B8O31ws9jb4BS6JGw.png" githubPath="en/Appointment Management and Scheduling/Appointment Bookings and Views and Lists/assets/DYuT8yOX3zJdFr1b4B8O31ws9jb4BS6JGw.png" position="flex-start" showCaption="false" indent="2"}

15. When you have filled in all necessary details into the **Book appointment **window click **OK** to close.

# Learn More

For related articles, please read:

- [The Print/Send Advice Checkboxes in Profile: Overview & Configuration](docId\:AhcBNVpyvt9IAbCJrctF7)