Setup Guide: Appointment Defaults

Choose whether appointment confirmations and reminders are sent to your patients by default, and set up other appointment defaults.

Richard avatar
Written by Richard
Updated over a week ago

It's time to set up your appointment defaults. These determine several options that affect 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 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/or cancel appointments online. For the first option (rescheduling), you need to set up the online booking widget as well. Go to menu > clinic settings > calendar > appointment defaults

Did this answer your question?