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Aloha Integration Step 3: Linking Appointments

Linking Appointments

  • Click on the "Appointments" tab at the top of the page

  • Click on the date range search bar

  • Use the calendar to mark a start and end date

    • Use a date range that encompasses all existing appointments in Aloha

    • ex: You have appointments scheduled until the end of the current auth period. Be sure to encompass that auth period in the date range

  • Click Search

  • This will bring up a list of appointments that fall within the date range

  • Click the "Status" button to select all

  • Click "Sync"

  • You will not need to sync new appointments moving forward, this will happen automatically

Updated 9/9/26 by Josie Miller

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