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.
In this article, we'll cover how to:
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.
Click on Scheduling.
Select Locations.
Click on '+New location' found on the upper left side.
Add all physical and virtual location types as needed.
Repeat steps 3 and 4 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.
Click on Scheduling.
Select Services.
Go to '+ New.'
Fill out the required information for each service and select your preferred option for online bookings.
Set up your availability
Go to Settings.
Select My Profile.
Navigate to 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.
Click on Booking.
Set up the Team and the Services to which you want the link to be applied.
Once set, copy the link and share it with your clients.
You can also start booking appointments yourself by clicking '+New' in the top right corner. Complete each appointment form, ensuring that you include all necessary details and requested information.
Note:
In Step 4, you can choose to use the booking link as a button or embed it directly into your website.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.