The final step in this quickstart guide is setting up appointment defaults. These determine several options that belong to creating and editing appointments. The first option is to choose a category that is automatically chosen when opening the calendar while scheduling an appointment. This is very convenient if your clinic performs mostly performs treatments of a certain category.

Next, determine if you wish to send appointment confirmations and reminders to your patients. Lastly, determine if you wish to let your patients reschedule and cancel appointments online. For this option, you need to set up the online booking widget as well. Go to clinic settings > appointment defaults

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