The online appointment booking feature is integrated with your availability calendar, allowing you to set specific times when clients can request appointments.
In this guide, we'll cover the following:
Designate which services can be booked online
It's important to specify which services you would like new or existing clients to be able to book online. To do this:
Navigate to the Settings page
Select Services tab
Scroll to the Service details section, and click Edit in the upper-right corner
Assign staff that can be booked and then click Save
Scroll down to the Online bookings section and click Edit
Select the Bookable online slider
Add Locations of services
Click Save in the bottom right corner
Scheduling time between appointments
You can automatically schedule breaks between sessions or add extra time for paperwork or billing between clients. For example, if you have a 45-minute appointment and would like 15 minutes after to prepare for your next session, you can include this buffer time in the online schedule:
Set availability
For many practitioners, setting your Availability means confirming your practice hours. For others, it might mean allocating a few specific blocks during which clients can request appointments online. To do this:
Navigate to the Settings page
Select the Availability tab
Click Edit in the upper-right corner
Add times and locations
Click Save in the bottom right corner
Note: Clients will only be able to see your open slots
Share your booking link
Once you have completed the online booking setup, you can share your booking link with clients and add it to your website or online profiles. To do this:
For your personal booking link
Navigate to the Calendar page
Select the Booking Link in the upper-right corner
Click the URL to copy
For a team member
Navigate to the Team page
Select the team member's profile
Click the Booking link in the upper-right corner
Select the URL to copy
For a service
Set booking & cancellation policies
Cancellations often lead to difficult conversations with clients regarding whether they are responsible for an appointment fee or if the canceled appointment will be written off as a financial loss for your practice. Communicating a defined cancellation policy to your clients is a great way to set expectations.
To set up your cancellation policy:
Navigate to the Settings page
Select the Online booking tab
Click Edit in the upper-right corner of the Booking & cancellation policies section
Add your cancelation and booking policy
Click Save in the bottom right corner
Payment settings
Collecting payment at the time of booking is an effective way to reduce the back and forth in the billing and payment process while reducing no-shows. To do this:
Navigate to the Settings page
Select the Online booking tab
Click Edit in the upper-right corner of the Payment settings section
Select the Payment settings slider options
Click Save in the bottom right corner
Customize booking page appearance
Customize the appearance of your booking page to add that personal touch.
Navigate to the Settings page
Select the Online booking tab
Click Edit in the bottom-right corner of the Customize appearance section
Choose color or Show collections
Click Save in the bottom right corner
Setting booking policies
Set when online bookings can be made by clients. To do this:
Navigate to the Online booking page
Click edit by the Booking & cancellation policies section
Set when online bookings can be made by clients
Click Save in the bottom right corner
Our team will be able to answer any other questions you may have. Just reply via messenger or reach out to team@carepatron.com.