💡 Important
Appointments added in Quilia are instantly visible to the client in their app. This helps keep everyone on the same page and reduces missed appointments.
Step 1: Log in to Quilia
Make sure you are logged into your Quilia account with the correct firm credentials.
Step 2: Open the Client Profile
Navigate to the client’s profile for whom you want to schedule the appointment.
Step 3: Go to the Appointments Tab
Click on the Appointments tab inside the client’s profile.
Step 4: Add Appointment Details
Select Add Appointment, then:
- Choose the appointment date and time
- Select the provider from the list
Step 5: Create the Appointment
Click Create to save the appointment.
Step 6: Confirm Appointment
Go to the Treatment > Appointments tab to confirm that the appointment is listed.
The client will automatically receive the appointment on their side of the app — no extra steps needed.
🎥 Video Tutorial
Prefer to watch the process? Here’s a full walkthrough:
✅ Tip: Enter appointments as soon as they are scheduled with the provider. This keeps clients informed and reduces the chance of missed or rescheduled visits.