Clinicminds

Learn how to show or hide the practitioner's name in the appointment confirmations and reminders.

How to show or hide the practitioner’s name in appointment emails.

Learn how to add appointments with a tentative time to schedule more efficiently.

Add appointments with a tentative time.

Learn how to reject an online booking, register internal rejection notes, and optionally send the rejection reasons to your patient.

How to reject an online booking

Issue with time slots in online scheduler

The online scheduler sets appointments at odd times in our calendar

Learn how to review all changes that were made to the calendar of schedule by finding and reviewing the calendar activity log

Activity log of calendar

Learn how to open and review a list view per practitioner in the staff planner.

List view staff planner

I see a mismatch between the appointment time in my calendar and the confirmation email

Mismatch in appointment time

Pablo

Richard

Ties

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.

Appointments, Planning, and Online Scheduling

Add a note when registering a no-show

Learn how to add notes to the Clinicminds calendar

How to add notes to the calendar

This article discribes how to add patients to a waiting list and how to book an appointment from the list.

Adding patients to the waiting list.

Watch this video to learn how to edit or change an appointment

Edit or change appointments

Watch this video to learn how to add appointments to the calendar

Add appointments

Watch this video to learn how to register a payment for a treartment

Register a payment for treatment

Watch this video to learn how to mark a patient as arrived

Mark patient as arrived

Frontdesk Essentials

Learn how to show or hide the week numbers in the calendar

Show or hide week numbers in the calendar

Learn more about the icons visible in the Clinicminds calendar

Calendar symbols explained

Learn why the green Paid-label appears in your scheduled appointments.

Why is the Paid-label visible in my calendar

Learn how to find all existing appointments of a removed practitioner

Find appointments of a deleted practitioner

Get a warning, while scheduling, if a patient already has other bookings in the future.

Warning in case of existing future bookings

Learn everything about the new Clinicminds calendar

Calendar redesign

Learn how to use the waiting list functionality

Waiting list in the calendar

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.

Customize and send email and SMS after NO SHOW

Learn how to charge direct or online deposits or payments for appointments handled by phone or at the desk.

Deposits for scheduling via the calendar

Learn how to undo a cancellation or no show.

Undo an appointment cancellation

Learn how to use the calendar, how to check the week view and availability view

Receptionist: Calendar tips and tricks

Learn how to create a double booking in the calendar

Double booking

Learn how to resend an appointment confirmation to patients

Resend appointment confirmation

Learn how to send a consent form for review before the appointment takes place.

Sending consent forms before appointment

How to send medical history or form request in clinic

Send data and/or form request manually in-clinic

Learn to add notes while canceling an appointment and how to review cancellation notes. Also, learn how to send this reason to a patient.

How to add a note to an appointment cancellation and optionally send it

Tips to setup a general bookable services not linked to specific treatments

How to setup a general bookable services

Appointments

online booking settings for services shown in the online booking widget

Allow patients to see all services when using a booking URL for a specific service

Learn how to automatically send medical questionnaires together with an appointment confirmation.

Automatically send medical questionnaires

Learn how to add treatment category specific text to appointment confirmations

Treatment category texts

Learn how to set up defaults for charging deposits or payments with calendar bookings.

Set up deposits and payments for regular calendar bookings

Change or refresh your medical questions or medical status over a certain period

Request the patient to resubmit medical questions

Learn how to setup the medical history request reminder

Medical history reminder

Learn how to enable or disable the medical history information link

Medical history information link on/off

This article describes two options to book appointments manually: the classic way by using categories or bookable services settings.

Scheduling manual appointments with bookable services versus categories

Appointment Settings

Learn more about the new filters and buttons in the new staff planner

Tips & tricks for the new staff planner

Make use of the new breaks and repetitions features in the staff planner, to schedule your times easier and get a clearer overview.

How to update your existing times for the new staff planner

If you used separate working times in the morning and afternoon, you can replace them using the new breaks feature in the staff planner.

Replace separate working times by one working time with a break

If you used daily repeating blocks for breaks of your staff, you can replace them using the new breaks feature in the staff planner.

Replace daily repeating blocks by breaks within working times

If a staff member work the same hours every workday, you can use one working time that repeats every workday in the new staff planner.

Replace separate working times on each workday by one repeating working time

Learn how to set up and use rooms and equipment in your calendar

Rooms and Equipment

Practitioners can receive their next day schedule by e-mail every day at 20:00.

Receive next day schedule

Learn how to find and subscribe to your calendar feed in an external calendar

Subscribe to a calendar feed

Calendar feed iPhone / iPad

Learn how to enable the calendar feed in user role window

Enable calendar feed for user role

Learn how restrictions allow you to have greater control over appointment scheduling.

How to set up Restrictions in the Planner

Planning

What is the difference between treatments and bookable services?

Bookable service and treatment

Practitioner selection in online booking.

Learn how to set up a minimum age for online bookings to prevent patients visiting that are too young.

Set up minimum age setting for online bookings

Learn how to add or edit groups or sections to your online scheduler

How to create groups in the online scheduler

This article describes how to customize the email and SMS context for online scheduled pending appointments.

Email and SMS for online scheduled, pending appointments

How to make the system automatically open future online availability for the online scheduler

How to automatically open online availability?

This article describes how to enable the option to leave a comment during the process of online scheduling

Open online availability for a practitioner

Learn how to permit a new practitioner to be booked online.

How to make a new practitioner available for online booking

Learn to set up online scheduling and prepare the widget for placement on your website.

Set up online scheduling

Learn how to retrieve a direct link to your online calendar or create a direct link to a specific practitioner in the online calendar

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

Learn how to approve or disapprove online bookings that needs manual approval

Approve online bookings

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

How do I turn online booking notifications on/off

Learn how to change the order of the online presented services

Change order online services

Understand the different settings and how it effects different booking scenarios

Overview of online schedule automatic approval settings

I can't see my locations, practitioners or availability | Checklist

Can't see availability in the online scheduler

Online scheduling is not working

How to make a new location available for online booking

This article describes how to review patient details and history while approving or rejecting an online booking.

Review patient details for an online booking.

To enable online appointments for your second location, follow these essential steps in the correct order

How to enable online booking for your second location

Online Scheduling

Learn how to set up Google Analytics to track page views and events in your online scheduler.

Tracking the Online Scheduler: Google Analytics

Learn how to set up Google Tag Manager for custom analytics and scripts in your online scheduler.

Tracking the Online Scheduler: Google Tag Manager

Learn how to set up Meta Pixel (formerly Facebook Pixel) to track page views and events in your online scheduler.

Tracking the Online Scheduler: Meta Pixel

Learn how you can redirect visitors of your online scheduler to a custom URL after completing a new booking.

Redirect visitors after online booking

Jonathan

How to track conversions with Google or Facebook pixels 

Tracking appointment conversions

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