Setting up available hours for online booking

To allow patients to book appointments online, you must set up time blocks that specify which types of patients can schedule appointments, when and with whom they can schedule them, and the appointment reasons that they can choose from.

Note: Online booking settings are location specific (each location of your organization has its own online booking settings).

To set up available hours for online booking

1. If you are not already viewing the correct location, select it on the Location menu.

2. On the Settings menu, under Location, click (or tap) Schedule Template.

   The Schedule Template page opens.

3. Set up the hours of availability for online booking as needed:

   • Add time blocks

   • Edit time blocks

   • Delete time blocks

   When adding or editing a time block, make sure that the following options, which are required specifically for online booking, are selected:

   • What type of appointments can be booked online? - At least one of the following appointment types:

     • Recare - To allow patients to book online when they receive email and text message reminders.

     • New Patients - To allow new patients to book online using your practice's website.

     • Existing Patients - To allow existing patients to book online using your practice's website.

   • What appointment reasons can patients choose from? - At least one of the appointment reasons.

   

Note: Allow up to 24 hours for online booking changes to take effect.