Setup & Admin
Online booking
Giving clients a page where they pick their own time, putting the link on your website, and accepting the bookings that come in.
For (management)OwnersPractice Managers
Online booking gives your clinic its own page where a client picks a service and a time. You choose whether each booking waits for your approval or goes straight onto the Schedule. The page is off until you switch it on.
Settings → Online booking. Hours, days off and the on/off switch are set there. Everything on the page itself is changed in the booking page editor: Edit page.
Set it up
- Set your hours. Under Who takes bookings, add the hours you want to offer for each day. Clients only see times inside these hours.
- Open Edit page. You change the page by clicking a part of it, then changing it on the right. Your changes are saved as a draft as you go, and clients see nothing until you Publish.
- Choose your services in Services: add them from your catalogue (its price comes with it), make a new one, or add a plain one with a price in your own words. Each can have its own length on the page.
- Do bookings need your approval? In Booking rules. Yes holds each booking until you accept it. No, auto-approve all puts it straight on the Schedule. A new page starts on Yes.
- Publish, then switch the page on with the switch at the top right of Settings, Online booking.
Use Preview in the editor, or beside Your link, to see the page as a client does.
Put it on your website
Your page has one link, shown under Your link. Copy link copies it.
- Open your website editor (Squarespace, Wix, WordPress or whatever you use).
- Add a button where clients will see it, usually the top menu and the home page. Call it Book online.
- Paste your link as the button's address and publish.
The same link works anywhere else clients find you: your Google Business Profile (the Booking link), your Facebook and Instagram pages, and your email signature.
Common tasks
| I want to... | Do this |
|---|---|
| See new booking requests | Schedule → Requests, or the Booking requests card on the dashboard |
| Accept or decline one | Open the request → Accept or Decline. The email you get about a request opens it directly |
| Take a day off the page | Days off and time away → Add |
| Add or change a service | Edit page → Services |
| Charge a long consult differently | Add it to your catalogue as its own item, booking as Consult, then add it in Services. It shows on the Schedule as Long consult |
| Have the fee added when the visit starts | Offer a catalogue service. When you Start consult from that booking, its fee is already on the visit. A plain service has no fee to add |
| Edit the page on your phone | Edit page works on a phone too: tap any part of the page and change it in the panel that slides up. Booking rules and Emails to clients are under ⋯ → All parts |
| Stop bookings at short notice | Edit page → Booking rules → Earliest a client can book |
| Limit how far ahead clients book | Edit page → Booking rules → Latest a client can book |
| Ask clients extra questions | Edit page → Forms → open a form → Add question. Then tick the services it is Used for |
| Ask the same questions on every booking | Open the form → Used for → tick Every booking |
| Use one set of questions for several services | Tick each of them under the form's Used for, or pick the form on each service's Form card |
| Change or drop the reason for the visit | Open the form → Reason for the visit → Edit: reword it, or choose Required, Optional or Not asked |
| Change a catalogue service's price from the page | Edit page → Services → the service → Price, inc GST. Choose Update the item or New item |
| Ask clients to agree to your terms | Edit page → Forms → Ask clients to agree to terms |
| Only take bookings in your area | Edit page → Booking rules → Only take bookings in my area → add your postcodes |
| Go back to an earlier version | Published history → Restore. It becomes your draft until you publish it |
| Change the link's name | Your link → Change. The old link keeps working for 12 months |
| See my schedule in Google or Apple Calendar | Settings → Integrations → Calendar feed → copy the link into your calendar app |
| Turn the page off | The switch at the top right. Bookings already made are not affected |