Clinicminds

Learn how to set up your bookable services in the online scheduler

Setup Guide: Online Scheduling Bookable Services

Read this article to finalize and activate your online scheduler. General settings, notifications & texts

Setup Guide: Online Scheduling General Settings

Learn how to customize and integrate your online scheduler

Setup Guide: Online Scheduling Widget

Learn how to set up deposits for your services in the online booking widget.

Setup Guide: Configuration Online Payments Deposits

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6. Online Scheduling (expected duration: 30 minutes)

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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