Upgrading to the new online scheduler

The online scheduling feature allows patients to book appointments online. If your location has been using the legacy online booking service, on a location-by-location basis, you can opt in to using the new online scheduler.

Notes and Considerations:

• If your organization did not use the legacy online booking service prior to April 22, 2026, your locations have been switched automatically to the new online scheduler (the Online Booking switch is no longer available). The steps explained in this topic do not apply. You use the Online Scheduling switch to enable or disable online scheduling.

• If your organization did use the legacy online booking service prior to April 22, 2026, your locations are still using the legacy online booking service (the Online Booking switch is still available and turned On). To upgrade to the new online scheduler, you must turn on the Upgrade to the new Online Scheduler switch and perform other configuration steps as explained in this topic.

• Switching to the new online scheduler does not immediately disable the legacy booking links. Patients will still be able to book using a legacy or new booking link to ensure no patient appointments are lost.

• When you upgrade to the new online scheduler, be sure to communicate with your website manager that he or she will need to assist you in updating the booking links or widget on your website. More information about that process can be found here: https://scheduler-doc.jarvisanalytics.com/docs/installation/quick-start.

• When you upgrade to the new online scheduler, recare text messages are updated automatically with the new booking links.

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

To upgrade to the new online scheduler (if your organization has been using the legacy service)

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

2. On the Settings menu, under Location, select Schedule Template.

   The Schedule Template page opens.

3. Set the Upgrade to the new Online Scheduler switch (at the top of the page) to On.

   

   

   Notes:

   • The switch is Off by default. The legacy online booking service continues to be used until you turn the switch On.

   • With the new online scheduler enabled, a warning icon appears next to the Online Booking Setup button. The warning icon serves as a reminder that, with the new online scheduler enabled, you must complete the online booking setup by updating the booking links on your website and in your electronic communications.