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How to Delete or Archive a Booking

This guide explains how to manage bookings in the DigiMEDSPA Portal by either deleting or archiving them. Bookings that have not received a deposit can be permanently deleted, while bookings with a deposit cannot be deleted and can instead be archived.

Understanding Terminologies

Deleting a Booking

Archiving a booking hides it from the active booking list but keeps the record stored in the system for reference and reporting. Archived bookings can be restored to the active booking list at any time if needed.

Archiving a Booking

Archiving a booking hides it from the active booking list but keeps the record stored in the system for reference and reporting. Archived bookings can be restored to the active booking list at any time if needed.

Delete a Booking

  1. The user can delete a booking through the Bookings List Screen. From the EMR Board Tabs, select “Bookings.”
  2. From the bookings list, click on three dots under the action column and select "Delete/Archive" for the specific booking.
  3. A confirmation pop-up will appear. Click “OK” to finalize and complete the deletion process.Note: The “Delete” option will only appear for bookings that have not received a deposit. Once a deposit is taken from the patient, the system disables the delete function to ensure payment records remain intact. In such cases, the booking can only be archived instead of deleted.
    The booking has been deleted successfully!

Archive a Booking

  1. The user can archive a booking through the Bookings List Screen. From the EMR Board Tabs, select “Bookings.”
  2. From the bookings list, click on three dots under the action column and select "Archive" for the specific booking.
  3. Enter a reason in the “Archive Reason” field, if required. Providing a reason helps maintain clear records and makes it easier to track why the booking was archived. Once the reason is entered, click “Archive Booking” to complete the process.

    The booking has been archived successfully!

Restore a Booking From Archive

  1. From the Bookings List Screen, click “Archived” in the top scope bar. This will display the list of all archived bookings.
  2. From the archived bookings list, click on three dots under the action column and select "Restore from Archive" for the specific booking.

    The booking will be restored and reappear in the active bookings list!

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