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Notify staff about new online bookings

Select whether you wish to be notified of online bookings via email with or without patient details.

Written by Pablo

You can be notified of online bookings by e-mail. You choose which events trigger a notification, who receives it (the clinic, the individual staff member, or both), and whether the patient's name is included.

Open menu > clinic settings > calendar > online bookings > Notifications & approval. Set your options under E-mail notifications, then click save.

Which notifications you receive

Under E-mail notifications there are three notification types, each available for two recipients:

  • New bookings: a patient books an appointment online.

  • Reschedulings: a patient reschedules an existing online appointment.

  • Cancellations: a patient cancels an appointment online.

Each type has a checkbox on the Clinic row (sent to the clinic's e-mail address) and on the Staff member row (sent to the individual staff member). Tick the ones you want; leave the rest unticked.

Showing the patient's name in the notification

Whether the patient's name appears in these e-mails is a separate setting on the Privacy row: Display patient name in notifications. If you receive a booking or cancellation notification but the patient's name is missing, tick this checkbox and save.

Note: when patient names are included, the e-mail is sent unsecured to the clinic's e-mail address. Only enable this if that is acceptable for your clinic.

This setting applies only to notifications for appointments booked, rescheduled, or cancelled through the online scheduler. It does not affect cancellations made in another way, for example by phone or entered by the clinic.

Email notification when a double appointment is booked

Unless done on purpose, double bookings could occur when two users schedule an appointment at the exact same time and date, or because of delays with online prepayments (given that you have installed prepayments).

Although our system does everything to prevent this, these rare situations have become less troublesome as you no longer have to look for double bookings. Rather, you will get an email notification when a double appointment has occurred.

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