Appointments, Planning, and Online Scheduling

Schedule appointments in the calendar, inform your patients before their appointments, manage working times, provide practitioners with access to their schedule, and set up online scheduling.

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59 articles in this collection
Written by Richard, Jonathan, Noah and 1 other
Appointments

Find appointments of a deleted practitioner

Learn how to find all existing appointments (not visible in the calendar) of a removed practitioner
Richard avatar
Written by Richard
Updated over a week ago

Why is the ‘Paid’-stamp visible in my calendar

Learn why the green 'Paid'-stamp appears in your scheduled appointments.
Demian avatar
Written by Demian
Updated over a week ago

Future appointment bookings warning

appointments alert
Noah avatar
Written by Noah
Updated over a week ago

Warning in case of existing future bookings

Get a warning, while scheduling, if a patient already has other bookings in the future.
Richard avatar
Written by Richard
Updated over a week ago

Waiting list in calendar

Learn how to use the waiting list functionality
Richard avatar
Written by Richard
Updated over a week ago

Customize and send email and SMS after NO SHOW

This article describes how to customize no-show email and SMS and send it to a patient when marking an appointment as a no-show.
Richard avatar
Written by Richard
Updated over a week ago

Deposits for scheduling via the calendar

Learn how to charge direct or online deposits or payments for appointments handled by phone or at the desk.
Noah avatar
Written by Noah
Updated over a week ago

Undo an appointment cancellation

Learn how to undo a cancellation or no show.
Richard avatar
Written by Richard
Updated over a week ago

Receptionist: Calendar tips and tricks

Learn how to use the calendar, how to check the week view and availability view
Noah avatar
Written by Noah
Updated over a week ago

Double booking

Learn how to create a double booking in the calendar
Richard avatar
Written by Richard
Updated over a week ago

Resend appointment confirmation

Learn how to resend an appointment confirmation to patients
Richard avatar
Written by Richard
Updated over a week ago

Sending consent forms before appointment

Learn how to send a consent form for review before the appointment takes place.
Noah avatar
Written by Noah
Updated over a week ago

Send medical history request manually in clinic

How to send medical history request in clinic
Noah avatar
Written by Noah
Updated over a week ago

How to add a note to an appointment cancellation

Adding and reviewing cancellation notes
Noah avatar
Written by Noah
Updated over a week ago
Online Scheduling

Bookable service and treatment

What is the difference between treatments and bookable services?
Noah avatar
Written by Noah
Updated over a week ago

Practitioner selection in online booking.

Noah avatar
Written by Noah
Updated over a week ago

Set up minimum age setting for online bookings

Learn how to set up a minimum age for online bookings to prevent patients visiting that are too young.
Richard avatar
Written by Richard
Updated over a week ago

How to create groups in the online scheduler

Learn how to add or edit groups or sections to your online scheduler
Richard avatar
Written by Richard
Updated over a week ago

Email and SMS for online scheduled, pending appointments

This article describes how to customize the email and SMS context for online scheduled pending appointments.
Richard avatar
Written by Richard
Updated over a week ago

How to automatically open online availability?

How to make the system automatically open future online availability for the online scheduler
Demian avatar
Written by Demian
Updated over a week ago

Leave a comment during online scheduling

This article describes how to enable the option to leave a comment during the process of online scheduling
Richard avatar
Written by Richard
Updated over a week ago

Open online availability for a practitioner

Learn how to manually open up a practitioners online availability in the calendar
Richard avatar
Written by Richard
Updated over a week ago

How to make a new practitioner available for online booking

Learn how to permit a new practitioner to be booked online.
Richard avatar
Written by Richard
Updated over a week ago

Set up online scheduling

Learn to set up online scheduling and prepare the widget for placement on your website.
Richard avatar
Written by Richard
Updated over a week ago

How do I get a direct link to the online calendar?

Learn how to retrieve a direct link to your online calendar or create a direct link to a specific practitioner in the online calendar
Richard avatar
Written by Richard
Updated over a week ago

Approve online bookings

Learn how to approve or disapprove online bookings
Richard avatar
Written by Richard
Updated over a week ago

How do I turn online booking notifications on/off

Select whether you wish to be notified of online bookings via email with or without patient details.
Noah avatar
Written by Noah
Updated over a week ago

Change order online services

Learn how to change the order of the online presented services
Richard avatar
Written by Richard
Updated over a week ago

Overview of online schedule automatic approval settings

Understand the different settings and how it effects different booking scenarios
Noah avatar
Written by Noah
Updated over a week ago

Redirect visitors after online booking

Learn how you can redirect visitors of your online scheduler to a custom URL after completing a new booking.
Jonathan avatar
Written by Jonathan
Updated over a week ago

Tracking the Online Scheduler: Google Analytics

Learn how to set up Google Analytics to track page views and events in your online scheduler.
Jonathan avatar
Written by Jonathan
Updated over a week ago

Tracking the Online Scheduler: Facebook Pixel

Learn how to set up Facebook Pixel to track page views and events in your online scheduler.
Jonathan avatar
Written by Jonathan
Updated over a week ago

Tracking the Online Scheduler: Google Tag Manager

Learn how to set up Google Tag Manager for custom analytics and scripts in your online scheduler.
Jonathan avatar
Written by Jonathan
Updated over a week ago

Can't see availability in the online scheduler

I can't see my locations, practitioners or availability | Checklist
Noah avatar
Written by Noah
Updated over a week ago

Online scheduling is not working

Checklist
Noah avatar
Written by Noah
Updated over a week ago

How to make a new location available for online booking

Checklist | online scheduling
Noah avatar
Written by Noah
Updated over a week ago