Barti

The Appointments section is where you schedule and manage patient appointments, review online booking requests, configure your public availability, and view your schedule. It has four main areas: Calendar, Schedule,…

What is the Appointments section in Barti?

Go to Appointments → Schedule to see a filterable list of all appointments across any date range. You can filter by status, appointment type, insurance, provider, and patient name, and…

How do I view and filter the appointment schedule in Barti?

Go to Appointments → Calendar, configure your preferred view settings, and click Save. Default view settings are saved per user, so each staff member can set their own preferences.

How do I set my calendar default view in Barti?

Click New Appointment from either the Calendar or a patient's profile, fill in the appointment details, and save. Always select the correct staff member — this removes the time slot…

How do I create an appointment in Barti?

In Appointments → Schedule, click a time slot, toggle on Recurring Event, choose an event type and repeat pattern, and save. Recurring blocks do not require a patient — they're…

How do I set recurring blocks on my calendar in Barti?

Barti automatically sends a 1-day and 3-day reminder for appointments scheduled far enough in advance. Use More Options → Add Reminder to add extra reminders on top of those, or…

How do I add an appointment reminder in Barti?

Go to Appointments → Availability, select a staff member, and click Edit Availability. Set slots as External to show them on your public booking page. To open one day, add…

How do I set up online scheduling availability in Barti?

In Appointments → Settings, create Appointment Event Types for internal scheduling and Appointment Request Options for patient-facing online booking. Each Request Option must be linked to an Event Type with…

How do I customize appointment types and request options in Barti?

Go to Organization Settings → Locations, select the location, and toggle Show in Online Scheduling off to hide it from your public booking page. This only affects patient-facing booking —…

How do I manage locations in online scheduling?

In Appointments → Availability, click Edit Availability for a provider, select a time slot, and enter a label (e.g., "Walk-ins only"). Labels appear on the calendar in Staff view for…

How do I add availability labels to my calendar in Barti?

Go to Appointments → Requests, click Review Request on any pending request, confirm or update the appointment details and patient information, then approve or reject. Approved requests trigger an automatic…

How do I review and approve appointment requests in Barti?

Open the patient's profile and click the Appointments tab to see their full history. You can also view appointment history across a date range from Appointments → Schedule by searching…

How do I view a patient's appointment history in Barti?

This happens when no staff member is selected on an internal appointment. Selecting the correct staff member is what removes the time slot from their online availability. Open the appointment,…

Why are patients able to double-book appointments online?

The most common causes are missing Appointment Request Options, no External availability created for your providers, or a slot duration mismatch between your availability and your Request Options. Work through…

Why isn't my online scheduling link showing appointments?

To open a specific one-off day for online scheduling, first set recurring availability for that day of the week, then create a recurring block that covers every instance of it,…

How do I open a single day for online appointment scheduling?

Dan Healey

Calendar, Scheduling, Requests, Availability, and Settings

Appointments

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