To start scheduling appointments or sharing your booking link in Carepatron, you'll first need to set up your locations, services, and ensure your availability is correct.
Follow these steps to get started:
Getting Started with Scheduling in Carepatron
Set Up Your Locations
Begin by setting up your locations where you'll be conducting appointments. Whether virtual or physical, all locations must be added following these steps:
Go to Settings > Scheduling > Locations.
Add a new location.
a. Go to “+ New Location”
b. Add all physical and virtual location types as needed
c. Repeat steps a. and b. until you are sure all your locations are available.
Set Up Your Services
Next, configure the services you'll offer to clients.
Go to Settings > Scheduling > Services.
Create your services and decide if clients will be able to book them online.
a. Go to “+ New”
b. Fill out the information required for each service and select your preference for online bookings
Set Up Your Availability
Go to Settings > My Profile > Availability
Click “Edit” to adjust your availability as needed.
Once your Availability is set, “Save” your changes.
Start Scheduling
Now that you are all set, let's start scheduling!
Go to your Calendar
At the top right, you will find your booking link. With this link, your clients can schedule appointments directly.
You can also start booking appointments yourself by clicking "+ New" in the top right corner. Fill out each appointment and make sure not to miss any detail or piece of information requested.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.