Appointments
Book, manage, and track appointments across your clinic.
Booking an appointment
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Open the calendar
Click Schedule in the sidebar. The calendar shows all upcoming appointments across all vets. Use the day/week/month toggle to switch views.
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Click a time slot or + New appointment
Click directly on a time slot in the calendar to open the booking form pre-filled with that time. Or click + New appointment in the top-right corner.
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Select the patient and type
Search for the patient by name. Select the appointment type (wellness exam, sick visit, surgery, recheck, etc.). The type sets the default duration and any pre-visit instructions sent to the owner.
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Assign a vet and confirm the time
Select the attending vet. Chartling shows their availability for that day. If you're double-booking, a warning appears — you can still save the appointment.
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Add notes (optional)
Internal notes are only visible to clinic staff. Owner-facing notes are included in the reminder email and shown in the owner portal.
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Save
Click Book appointment. A reminder email is queued (sent 48 hours before, if reminders are enabled). The appointment appears on the calendar and in the owner portal.
Check-in flow
When a client arrives, find their appointment in Schedule → Today or the patient profile and click Check in. This moves the appointment to Checked in status and makes it easy to start a visit directly from the appointment card.
Appointment types
Appointment types are configured in Settings → Scheduling → Appointment types. Each type has a default duration, color, and optional pre-visit instructions for the owner.
| Type | Typical duration | Notes |
|---|---|---|
| Wellness exam | 30 min | Annual physical; drives vaccine reminder schedule |
| Sick visit | 30 min | Illness or injury; no special pre-visit instructions by default |
| Surgery | Varies | Sends fasting/pre-op instructions to owner |
| Recheck | 15 min | Follow-up on a prior visit or procedure |
| Vaccination only | 15 min | For vaccine boosters without a full exam |
| Euthanasia | 30 min | No reminder SMS; sensitive handling |
Public online booking
On Operations and Practice tiers, every clinic gets a public booking page — no owner login required — at a link built from your clinic's slug (share it on your website or social profiles). It covers vet appointments by default, with links to Boarding, Daycare, Grooming, and Training booking if you have those modules enabled. A visitor picks a service, date, and contact info and submits the request; nothing is auto-confirmed. Requests land in Schedule → Pending for staff to review and confirm, same as the portal-based booking requests described above.
FAQ
Open the appointment from the calendar or the patient profile, click Edit, change the date/time, and save. The owner's portal will update automatically. If SMS reminders are enabled, a new reminder will be queued for the new date.
Online booking is available on the Operations and Practice tiers. When enabled, clients can request appointments through the owner portal. Requests appear in your schedule as Pending until a staff member confirms them.
Create a new appointment for the current time and immediately click Check in. You can start a visit directly from the check-in confirmation. No reminder is sent for same-day bookings.
Yes. Go to Settings → Scheduling → Appointment types → + New type. Set the name, default duration, color, and any pre-visit instructions. The new type appears immediately in the booking form.