Online Booking

Online Booking configuration

Admin users can configure which appointment reasons are available for online booking, assign the relevant practitioners, and define whether a deposit payment is required.

Setting up online booking involves two main steps:

1. Configuring appointment reasons . Define which appointment types are visible online and set any required payment options.
2. Managing practitioner availability. Configure which practitioners are available for online bookings and manage their availability.

How to configure an online booking reason

1. Go to Admin->Practice Setup ->Appointment Book
2. Navigate to the Appointment Reasons tab.
3. Add a new online appointment reason or double-click an existing one to edit it.
4. In the Online Booking Settings tab:
   • Enable Allow online booking.
   • Update the online booking label if required.
   • Enter a deposit amount, if applicable.
   • Add the required terms and conditions.
   • Assign the relevant clinicians.
5. Click Save to apply changes

How to assign clinicians

1. Go to Admin->Practice Setup ->Appointment Book -> Appointment Reasons
2. Double-click the required appointment reason.
3. Navigate to the Online Booking Settings tab.

4. Click + to add a clinician.
5. Update the duration if required.
6. Click Update to save the changes.

Deleting a clinician

1. Select the clinician by clicking on their name.
2. Click Delete.
3. Confirm the changes.

Clinician Availability for Online Booking

1. Go to Admin → Rota.
2. Find the required clinician in the list.
3. Right-click on a day to edit an existing slot or create a new one.

Enable online booking for an entire day

• Select Edit/New Working Hours.
• Tick Allow online booking.
• Click Update Working Hours to save the changes.

Enable online booking for a specific time slot

• Select Edit/New Block.
• Add a new block or edit an existing one.
• Tick Allow online booking.
• Click Save New Block to apply the changes.