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

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

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

Written by James
Updated over a week ago

Add appointments with a tentative time.

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

Written by James
Updated over a week ago

Frontdesk Essentials

Edit appointments

Watch this video to learn how to edit an appointment

Written by Richard
Updated over a week ago

Add appointments

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

Written by Richard
Updated over a week ago

Register a payment for treatment

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

Written by Richard
Updated over a week ago

Mark patient as arrived

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

Written by Richard
Updated over a week ago

Appointments

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.

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.

Written by Noah
Updated over a week ago

Undo an appointment cancellation

Learn how to undo a cancellation or no show.

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

Written by Noah
Updated over a week ago

Double booking

Learn how to create a double booking in the calendar

Written by Richard
Updated over a week ago

Resend appointment confirmation

Learn how to resend an appointment confirmation to patients

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.

Written by Noah
Updated over a week ago

Send medical history request manually in clinic

How to send medical history request in clinic

Written by Noah
Updated over a week ago

How to add a note to an appointment cancellation

Adding and reviewing cancellation notes

Written by Noah
Updated over a week ago

Appointment Settings

Treatment category texts

Learn how to add treatment category specific text to appointment confirmations

Written by Richard
Updated over a week ago

Set up deposits and payments for regular calendar bookings

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

Written by Noah
Updated over a week ago

Request the patient to resubmit medical questions

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

Written by Noah
Updated over a week ago

Medical history reminder

Learn how to setup the medical history request reminder

Written by Richard
Updated over a week ago

Medical history information link on/off

Learn how to enable or disable the medical history information link

Written by Richard
Updated over a week ago

Planning

Add or edit working time

Learn how to set up your calendar working times

Written by Richard
Updated over a week ago

Block working times

Learn how to block working time and add vacations

Written by Richard
Updated over a week ago

Rooms and Equipment

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

Written by Richard
Updated over a week ago

Receive next day schedule

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

Written by Richard
Updated over a week ago

Subscribe to a calendar feed

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

Written by Richard
Updated over a week ago

Calendar feed iPhone / iPad

Written by Richard
Updated over a week ago

Enable calendar feed for user role

Learn how to enable the calendar feed in user role window

Written by Richard
Updated over a week ago

Online Scheduling

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.

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

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.

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

Written by James
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

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

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.

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.

Written by Richard
Updated over a week ago

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

This article explains how to retrieve a direct link to your online calendar

Written by Richard
Updated over a week ago

Approve online bookings

Learn how to approve or disapprove online bookings

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.

Written by Noah
Updated over a week ago

Change order online services

Learn how to change the order of the online presented services

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

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.

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.

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.

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.

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

Written by Noah
Updated over a week ago

Online scheduling is not working

Written by Noah
Updated over a week ago

How to make a new location available for online booking

Checklist | online scheduling

Written by Noah
Updated over a week ago