{"id":549397,"date":"2026-07-16T09:05:17","date_gmt":"2026-07-16T09:05:17","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=549397"},"modified":"2026-07-16T09:05:27","modified_gmt":"2026-07-16T09:05:27","slug":"erpnext-appointment-management-system-doc","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/erpnext-appointment-management-system-doc\/","title":{"rendered":"User Guide for ERPNext Appointment Management System"},"content":{"rendered":"\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Introduction<\/h2>\n<\/div><\/div>\n\n\n\n<p><strong><a href=\"https:\/\/store.webkul.com\/erpnext-appointment-management-system.html\" target=\"_blank\" rel=\"noreferrer noopener\">ERPNext Appointment Management System<\/a><\/strong> helps businesses manage appointments, service providers, schedules, billing, and payments from one place. Customers can also book appointments online through the website.<\/p>\n\n\n\n<p>ERPNext Appointment Management System lets you create appointment groups, add service providers, and reuse time slots for different schedules. It tracks every appointment through stages like <strong>New, Pending, Approved, Rejected, Done,<\/strong> and <strong>Cancelled<\/strong>, making it easy to manage the complete appointment process.<\/p>\n\n\n\n<p>When an appointment is approved, a draft <strong>Sales Invoice<\/strong> is created automatically. Customers can book appointments, make payments, and view their appointment history online, while businesses can monitor bookings through the dashboard, calendar, reports, and automatic email notifications.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>Prerequisites for using ERPNext Appointment Management System<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<p>ERPNext module name works in conjunction with the following module:<\/p>\n\n\n\n<p><a href=\"https:\/\/github.com\/frappe\/webshop\">Webshop<\/a><\/p>\n\n\n\n<p>You must install the above-mentioned module to use the <strong>ERPNext Appointment Management System<\/strong>.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Features<\/h2>\n<\/div><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create and manage appointment groups and service providers.<\/li>\n\n\n\n<li>Create reusable time slots for weekly schedules.<\/li>\n\n\n\n<li>Book appointments from ERPNext or the website.<\/li>\n\n\n\n<li>Track appointments through a complete status workflow.<\/li>\n\n\n\n<li>Generate draft Sales Invoices automatically after appointment approval.<\/li>\n\n\n\n<li>Accept both offline and online payments.<\/li>\n\n\n\n<li>ERPNext Appointment Management System lets customers book and manage appointments through the website.<\/li>\n\n\n\n<li>View appointments using a dashboard and calendar.<\/li>\n\n\n\n<li>Send automatic email notifications and reminders.<\/li>\n\n\n\n<li>Manage booking and payment settings from one place.<\/li>\n\n\n\n<li>Analyze booking trends through reports and dashboards.<\/li>\n<\/ul>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Installation<\/h2>\n<\/div><\/div>\n\n\n\n<p>1. After purchasing the app from the Webkul store, you will receive a link to download the module ZIP file.<\/p>\n\n\n\n<p>2. Extract the downloaded ZIP file, and you will see a folder named \u2018erpnext_appointment_management_system\u2019.<\/p>\n\n\n\n<p>3. Set up the module in your Git repository.<\/p>\n\n\n\n<p>4. If the app is hosted on GitHub, fetch it using the command:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">bench get-app --branch main\u00a0\n\nhttps:&#047;&#047;github.com\/your_account\/erpnext_appointment_management_system.git<\/pre>\n\n\n\n<p>(Replace \u201cmain\u201d with your branch name and replace the \u201cHTTPs URL\u201d with your HTTPS clone URL.)<\/p>\n\n\n\n<p>5. Install the app on your site using the command:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">bench --site &lt;your-site_name&gt; install-app erpnext_appointment_management_system<\/pre>\n\n\n\n<p>6. Finally, run the \u201cbench migrate\u201d command to complete the installation.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Workflow<\/h2>\n<\/div><\/div>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Backend Configuration <\/h3>\n<\/div><\/div>\n\n\n\n<p>1. First, click <strong>Appointment Management<\/strong> from the ERPNext backend to open the <strong>ERPNext Appointment Management System<\/strong>.\u00a0<\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<p>The <strong>Main Dashboard<\/strong> provides an overview of all appointments.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"901\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointment-management-dashboard-ss1-1200x901.webp\" alt=\"Main Dashboard\" class=\"wp-image-549405\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointment-management-dashboard-ss1-1200x901.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointment-management-dashboard-ss1-300x225.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointment-management-dashboard-ss1-250x188.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointment-management-dashboard-ss1-768x576.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointment-management-dashboard-ss1-1536x1153.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointment-management-dashboard-ss1-2048x1537.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. Next, click <strong>Appointees<\/strong> from the main dashboard menu. <\/p>\n\n\n\n<p>This will open the <strong>Appointee List<\/strong>, where you can select any appointee to view or update their details, or click <strong>Add Appointee<\/strong> to create a new appointee.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"814\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointees-list-ss2-1200x814.webp\" alt=\"Appointee List\" class=\"wp-image-549406\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointees-list-ss2-1200x814.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointees-list-ss2-300x203.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointees-list-ss2-250x169.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointees-list-ss2-768x521.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointees-list-ss2-1536x1041.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointees-list-ss2-2048x1388.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\"><\/ol>\n\n\n\n<p>3. <strong>First<\/strong>, click <strong>Appointment Groups<\/strong> from the main dashboard to organize similar services. <\/p>\n\n\n\n<p><strong>Next<\/strong>, the <strong>Appointment Group List<\/strong> will open, where you can view existing groups or click <strong>Add Appointment Group<\/strong> to create a new one. <\/p>\n\n\n\n<p><strong>Finally<\/strong>, use appointment groups to organize similar service providers together, such as placing all <strong>Cardiologists<\/strong> in the same group.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"814\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-specific-appointment-groups-ss3-1200x814.webp\" alt=\"Appointment Group List\" class=\"wp-image-549407\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-specific-appointment-groups-ss3-1200x814.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-specific-appointment-groups-ss3-300x203.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-specific-appointment-groups-ss3-250x169.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-specific-appointment-groups-ss3-768x521.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-specific-appointment-groups-ss3-1536x1041.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-specific-appointment-groups-ss3-2048x1388.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. Click <strong>Appointment Time Slots<\/strong> from the main dashboard to open the <strong>Appointment Time Slot List<\/strong>.\u00a0<\/p>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\"><\/ol>\n\n\n\n<p>In the ERPNext Appointment Management System, you can manage all existing time slots or click <strong>Add Appointment Time Slot<\/strong> to create new time slots.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"814\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-time-slot-management-ss4-1200x814.webp\" alt=\"Appointment Time Slot\" class=\"wp-image-549408\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-time-slot-management-ss4-1200x814.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-time-slot-management-ss4-300x203.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-time-slot-management-ss4-250x169.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-time-slot-management-ss4-768x521.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-time-slot-management-ss4-1536x1041.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-time-slot-management-ss4-2048x1388.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5. Click <strong>All Appointments<\/strong> from the main dashboard to open the <strong>Appointment List<\/strong>.\u00a0<\/p>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\"><\/ol>\n\n\n\n<p>Here, you can view the details of all existing appointments or click <strong>Add Appointment Booking <\/strong>to create a new appointment.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"814\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointments-list-ss5-1200x814.webp\" alt=\"Appointment List\" class=\"wp-image-549409\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointments-list-ss5-1200x814.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointments-list-ss5-300x203.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointments-list-ss5-250x169.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointments-list-ss5-768x521.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointments-list-ss5-1536x1041.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-appointments-list-ss5-2048x1388.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>6. Then, after clicking <strong>Add Appointment Booking<\/strong> to create a new appointment.\u00a0A new page will open where you need to enter the appointment details.<\/p>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\"><\/ol>\n\n\n\n<p>After filling in the required details, finally click <strong>Save<\/strong> to create the appointment booking.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"814\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-new-appointment-creation-ss6-1200x814.webp\" alt=\"create a new appointment\" class=\"wp-image-549410\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-new-appointment-creation-ss6-1200x814.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-new-appointment-creation-ss6-300x203.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-new-appointment-creation-ss6-250x169.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-new-appointment-creation-ss6-768x521.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-new-appointment-creation-ss6-1536x1041.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-new-appointment-creation-ss6-2048x1388.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>7. Click <strong>Appointment Source<\/strong> from the main dashboard to manage the sources of appointment bookings.\u00a0<\/p>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\"><\/ol>\n\n\n\n<p>Then you can view existing sources or click <strong>Add Appointment Source<\/strong> to create a new one.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"814\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-mark-appointments-source-ss7-1200x814.webp\" alt=\"Appointment Source \" class=\"wp-image-549411\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-mark-appointments-source-ss7-1200x814.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-mark-appointments-source-ss7-300x203.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-mark-appointments-source-ss7-250x169.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-mark-appointments-source-ss7-768x521.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-mark-appointments-source-ss7-1536x1041.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-mark-appointments-source-ss7-2048x1388.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>8. Click <strong>Settings<\/strong> from the main dashboard to configure the <strong>Appointment Management System<\/strong>.<\/p>\n\n\n\n<ol start=\"8\" class=\"wp-block-list\"><\/ol>\n\n\n\n<p>Here, you can enable or disable options under <strong>Operation Settings<\/strong> and <strong>Mail &amp; Notification Settings<\/strong>.<\/p>\n\n\n\n<p>Also, you can click <strong>Enable Website Appointments <\/strong>to show website booking pages and allow customers to book appointments online.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"814\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-enable-disable-appointment-settings-ss8-1200x814.webp\" alt=\"Settings \" class=\"wp-image-549412\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-enable-disable-appointment-settings-ss8-1200x814.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-enable-disable-appointment-settings-ss8-300x203.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-enable-disable-appointment-settings-ss8-250x169.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-enable-disable-appointment-settings-ss8-768x521.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-enable-disable-appointment-settings-ss8-1536x1041.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-enable-disable-appointment-settings-ss8-2048x1388.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>9. Click <strong>Appointment Analysis<\/strong> from the main dashboard to view the statistical analysis of all appointments. Then you can analyse appointment data for a selected time period using <strong>graphs<\/strong> and <strong>tables<\/strong>, along with each appointment&#8217;s status.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"814\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-statistical-appointment-analysis-ss9-1200x814.webp\" alt=\"Appointment Analysis\" class=\"wp-image-549413\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-statistical-appointment-analysis-ss9-1200x814.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-statistical-appointment-analysis-ss9-300x203.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-statistical-appointment-analysis-ss9-250x169.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-statistical-appointment-analysis-ss9-768x521.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-statistical-appointment-analysis-ss9-1536x1041.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-statistical-appointment-analysis-ss9-2048x1388.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Customer-Level-View<\/h3>\n<\/div><\/div>\n\n\n\n<p>1. Customers can book an appointment from the <strong>Webshop<\/strong> by clicking <strong>Appointment<\/strong> in the top menu.\u00a0<\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<p>First, select an <strong>Appointment Group<\/strong> and choose a <strong>date<\/strong>. Then the system will then display the available appointees and their time slots for the selected date.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-booking-a-appointment-ss10-1200x943.webp\" alt=\"Appointment Group\" class=\"wp-image-549414\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-booking-a-appointment-ss10-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-booking-a-appointment-ss10-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-booking-a-appointment-ss10-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-booking-a-appointment-ss10-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-booking-a-appointment-ss10-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-booking-a-appointment-ss10-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. Select an <strong>appointee<\/strong> from the available options, choose a suitable <strong>time slot<\/strong>, and then click <strong>Book Appointment<\/strong> to confirm your booking.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-choose-appointee-for-meeting-ss11-1200x943.webp\" alt=\"Select an appointee \" class=\"wp-image-549415\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-choose-appointee-for-meeting-ss11-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-choose-appointee-for-meeting-ss11-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-choose-appointee-for-meeting-ss11-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-choose-appointee-for-meeting-ss11-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-choose-appointee-for-meeting-ss11-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-choose-appointee-for-meeting-ss11-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\"><\/ol>\n\n\n\n<p>3. After booking the appointment, select your preferred <strong>payment method<\/strong> and then click <strong>Confirm Booking<\/strong> to complete the appointment booking.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-easy-payment-process-ss12-1200x943.webp\" alt=\"payment method\" class=\"wp-image-549416\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-easy-payment-process-ss12-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-easy-payment-process-ss12-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-easy-payment-process-ss12-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-easy-payment-process-ss12-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-easy-payment-process-ss12-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-easy-payment-process-ss12-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. To view your appointment history, click <strong>My Appointments<\/strong>. Then you can see the details and status of all the appointments you have booked.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-customers-booking-information-ss13-1200x943.webp\" alt=\"appointment history\" class=\"wp-image-549417\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-customers-booking-information-ss13-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-customers-booking-information-ss13-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-customers-booking-information-ss13-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-customers-booking-information-ss13-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-customers-booking-information-ss13-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/erpnext-appointment-management-system-customers-booking-information-ss13-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\"><\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Need Help?<\/h2>\n<\/div><\/div>\n\n\n\n<p>Hope you find guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries, please create a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>I hope this helps. In case of any further queries, contact us at our <a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support mail<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>ERPNext Appointment Management System helps businesses manage appointments, service providers, schedules, billing, and payments from one place. Customers can also book appointments online through the website. ERPNext Appointment Management System lets you create appointment groups, add service providers, and reuse time slots for different schedules. It tracks every appointment through stages like New, Pending, Approved, <a href=\"https:\/\/webkul.com\/blog\/erpnext-appointment-management-system-doc\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":755,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[7052,6968,10003,8887,12834,6067,14730,590],"class_list":["post-549397","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-appointment","tag-appointment-booking","tag-appointment-booking-app","tag-appointment-booking-system","tag-appointment-management","tag-appointment-management-system","tag-erpnext","tag-webkul"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User guide for ERPNext Appointment Management System<\/title>\n<meta name=\"description\" content=\"ERPNext Appointment Management 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