Booking Module Screenshot Checklist

Nexaflow Editor

5 MIN READ

Booking module testing: screenshot capture checklist

Open the formatted screenshot checklist.

Use with the complete end-to-end testing tutorial. Revision: 4 November 2026.

Screenshots are not required to complete the written test specification. They will make the illustrated tutorial easier to follow. Capture the core states below using a deployed staging build whose version is recorded. If a required screen is missing, report the missing state instead of fabricating an example.

#Capture settings

  • Use fictional records matching the guide: MyClinic QA, Dr Alex QA, Alex QA, Sam QA, Consultation QA and the stated financial fixtures.
  • Prefer desktop captures at roughly 1440px width, normal browser zoom, with the relevant panel fully visible. Use a 360–430px-wide viewport for mobile examples.
  • Save JPEG at quality 80–85 where text remains crisp, preferably no more than 1800px wide. Use PNG if JPEG makes dense labels unreadable.
  • Use one focused state per image. If a page is long, capture separate numbered panels; do not shrink an entire page until its text is unreadable. Stitch only adjacent portions of the same unchanged screen when necessary.
  • Crop unrelated browser chrome. Preserve the navigation needed to find the page, field labels, selected dates, status and expected amounts.
  • Mask phone/email details, sender identifiers, access tokens, receipt/recall/proposal tokens, secrets and unrelated notifications. Do not expose tokens in the address bar or QR codes that grant real access.
  • Keep treatment and payment fixtures separate: pricing adjustment is ₹53,000, while the payment ledger is ₹50,000. Capture each image with the appropriate fixture.
  • For handset evidence, show the workflow message, clinic-local timestamp and whether it is the patient or provider test phone. A settings screenshot cannot prove receipt.
  • Supply a short manifest: filename, deployed commit/version, capture date/time with timezone, case ID, screen state and any masking performed. Keep full unmasked evidence in the authorized test system only.

#Core tutorial images

Capture these first. The filenames indicate where the future article assets should be placed; the article does not reference nonexistent images today.

ID / filenameOpen this page and prepare this exact stateWhat must be visiblePlace beside / case IDs
S01 01-booking-navigation.jpgBooking module on Calendar, then Settings open if needed as a second imageMain navigation and settings subpages; clinic name; no real patientsTutorial section 3; ENV-001
S02 02-first-appointment-setup.jpgEmpty test module with setup fields completed, before submissionLocation/timezone, provider, service, duration/price, working hours and confirmationENV-004
S03 03-booking-profile.jpgSettings → Booking Profile after savePractice name, currency and patient-number prefix; mask emailsCFG-001/002
S04 04-service-type-form.jpgSettings → Services → Service types → Consultation QA editorCategory, duration, effective price and any buffer controlsCAT-001/002/003
S05 05-provider-assignments.jpgService providers → Dr Alex QA editor/setupExplicit selected services, branch/location, hours mode and confirmationCAT-005/006
S06 06-working-hours.jpgWorking Hours with split morning/afternoon periodsProvider/location context, weekday and 09:00–13:00 / 14:00–17:00 periodsHRS-002
S07 07-date-exception-and-block.jpgWorking Hours → Specific Dates on a QA dateException/leave/block scope and date; no unrelated bookingsHRS-005/006
S08 08-booking-policies.jpgPolicies & Rules, save completedAll six policies with units; use another image for customer cancellation policy if below foldPOL-001/006/007
S09 09-walk-in-registration.jpgWalk-ins with branch selected and fictional registration formName, DOB, mobile, source/branch context and registration actionPAT-001
S10 10-patient-search-and-family.jpgPatient lookup with two QA family members sharing a masked numberDistinct patient numbers/names/DOB and explicit selectionPAT-005/006
S11 11-patient-details.jpgPatient Management → Alex QAPatient identity, Schedule appointment and grouped visit historyPAT-009/010
S12 12-guardian-relationships.jpgSam QA patient details with two verified guardiansRelationship, primary contact indicator, add/revoke behavior; mask contact dataGUA-002/003
S13 13-public-slot-selection.jpgSigned-out QA public portal, date and doctor selectedClinic/location identity, date/calendar, real available slots and selected timeBKG-002/006
S14 14-booking-review.jpgFinal review before confirmationPatient identity, service, doctor, location, date/time, price and explicit confirm actionBKG-001/003/008
S15 15-booking-ticket.jpgSuccessful QA booking ticketReference, selected patient/doctor/date/time and supported change/cancel actionsBKG-002; CAN-001; RSC-002
S16 16-appointments-filtered.jpgAppointments list filtered by date and doctorPatient name/contact, status, filters and result; mask numbersAPT-002
S17 17-doctor-workspace.jpgDoctor Workspace with Dr Alex QA and an appointment daySelected doctor/day, date counts, status/follow-up filters and open-consultation actionAPT-004/005
S18 18-consultation-clinical-entry.jpgAppointment → Consultation & Clinical RecordsPatient/appointment identity, clinical fields, allergy review and Save clinical entryCLN-001/002
S19 19-clinical-history-saved.jpgPatient clinical history after savingAttributed entry, appointment reference/time and latest explicit allergy summaryCLN-004/005
S20 20-treatment-type-form.jpgSettings → Services → Treatment types with fixed/range estimate editorName, estimate mode, amount(s), currency and scope/detailsTRT-001
S21 21-patient-treatment-pricing.jpgAdd treatment from catalogue with ₹50,000 + ₹5,000 − ₹2,000Selected type details, base/addition/discount, reason and ₹53,000 totalTRT-004/005
S22 22-treatment-pricing-history.jpgLinked treatment after a reasoned price revisionSaved agreement, course status and expanded Pricing historyTRT-006
S23 23-linked-follow-up-treatment.jpgCompatible follow-up linked to an ongoing courseExplicit link/course identity and shared cost/paid/balanceTRT-011; PAY-008
S24 24-payment-plan.jpgPayment tracker on the separate ₹50,000 fixtureAgreed cost, 3-instalment plan, currency and bill-send optionPAY-002
S25 25-record-payment.jpgFirst ₹10,000 UPI payment form, before saveAmount, method, reference QA-P1, label and receipt togglePAY-003
S26 26-payment-ledger.jpgLedger after all three guide payments₹50,000 paid, zero balance, three distinct receipt rowsPAY-004
S27 27-printable-receipt.jpgFirst payment receipt / print preview₹10,000 amount, historical ₹40,000 balance, method/reference and clinicPAY-010
S28 28-patient-billing-summary.jpgPatient Payments & Billing after shared-course follow-upAggregate totals, account/plan selector and ledger without double countingPAY-011
S29 29-reschedule-proposal.jpgReschedule flow with proposed exact slotsOriginal appointment, target choices, proposal/send actionRSC-003
S30 30-patient-proposal-response.jpgPatient proposal page before acceptanceOriginal versus proposed time and explicit accept/declineRSC-004/005
S31 31-cancellation-confirmation.jpgStaff cancellation confirmation before final actionCorrect booking identity, reason and consequence/notification wordingCAN-002/003
S32 32-notification-log-reminder.jpgCommunications → Logs, reminder detail expandedAppointment identity, scheduled time, message body, parameters, recipient role and statusCOM-004/005
S33 33-recall-campaign-selection.jpgReviews & Recalls campaign creation with fictional cohortEligibility filters, selected recipients, date/title and create/dispatch distinctionREV-003/004
S34 34-recall-history-and-booking.jpgCampaign details after invitation response/bookingPer-recipient state and reconciled total/confirmed/declined/booked countsREV-006/009
S35 35-patient-provider-message-evidence.jpgSide-by-side masked test handset screenshots, or separate 35a/35bSame appointment confirmation received by patient and provider; role-labelledCOM-003
S36 36-cancellation-both-recipients.jpgPatient and provider handsets after cancellation; separate sets for patient/admin sourceCorrect cancelled appointment/time and recipient; source noted in manifestCAN-001/002

The first documentation pass can use S01, S03–S06, S09–S11, S13–S18, S20–S21, S24–S26, S29, S31–S33 and S35–S36. The remaining core captures add detail to the corresponding workflows.

#Additional regression and integration images

These are useful evidence or troubleshooting illustrations; capture them after the main flow is correct.

FilenameRequired stateCase / purpose
37-slot-conflict.jpgSecond tester loses the same-slot race, with clean recoveryBKG-009
38-configuration-impact.jpgSchedule/archive edit blocked by affected future appointments, with explicit resolutionIMP-001/002
39-price-revision-conflict.jpgStale revision error without overwritten pricingTRT-007
40-payment-send-failed.jpgSaved payment and separately failed/unqueued notificationPAY-009
41-specialist-visit.jpgSpecialist visit dates/hours, cohort and immediate-send optionREV-010
42-recall-treatment-registry.jpgRegistry entry showing dates/interval/statusREV-001
43-assistant-rules.jpgSaved response/redirect/location settingsINT-001/002
44-portal-branding-mobile.jpgQA portal on a 360–430px phone viewportINT-004; SEC-008
45-upi-qr-test.jpgQA payment configuration/preview with non-production details and safe QRINT-005
46-google-calendar-test.jpgConnected dedicated test calendar plus real corresponding test eventINT-007; mask account identity
47-unknown-delivery-outcome.jpgUnknown outcome with no unsafe automatic resendCOM-008
48-admin-stepped-run.jpgAdmin test run showing steps, pause/cancel and evidence stateExisting WhatsApp runner guide; never expose customer data

Existing images under /docs/booking-whatsapp/ can illustrate sender selection, template editing, linking and delivery settings if they match the deployed build. Do not reuse a failed-message screenshot as evidence of successful delivery.

#Handover

Send the filenames above with the capture manifest. For a broken state, include the case ID and expected/actual difference; keep that image as defect evidence until fixed. Once supplied, insert verified images beside the relevant tutorial case with descriptive alt text and confirm that each published asset URL loads. Image links must not be added before files exist.

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