STEP BY STEP GUIDE HOW TO MANAGE
APPOINTMENTS AND BOOKINGS
AS A PROFESSIONAL
Appointments are optional feature for your account.
- It can be easily changed in “Privacy Settings” on dashboard. Simply by switching it “Public” or “Private”.
- If you switch to “Private” the appointments option will not be visible on your profile and patients will not be able to book online appointments with you.
- If you switch to “Public” the appointments option will be visible on your profile and patients will be able to book online appointments with you.
- Please follow the below guide to set up your profile’s online appointments settings.
STEP
1
Once you login to your profile, you will see your dashboard menus (on the top right & on the left side). You can select “Opening Hours”, “Appointments” or “Appointments Settings” to manage your appointments and office opening hours.
STEP
2
Click on the “Opening Hours” menu and update your schedule so patients can have an understanding of your office working hours.
Note: Leave fields empty to show office day closed.
STEP
3 a
Click on “ADD CATEGORY” button, then click on the icon , write your “Category Title” and then click “UPDATE NOW”. You can repeat the same procedure in order to add more categories.
STEP
3 b
Then click on “ADD SERVICE” button, click on the small icon , click on the “Select Category” and from the list choose the category you just created at the previous step. Then write the “Service Title”, add your service “Price” and click “UPDATE NOW”. You can repeat the same procedure in order to add more services.
For example, Category: X-Rays, Services: Ultrasound, Price: €100
STEP
4
Then click on the “TIME SLOT(s)” tab to set up your time slots for appointments.
Click on each day’ “ADD TIME SLOTS” and fill up the fields according to your working hours or preference.
For example, if you set up start time at 8am and end time at 6pm, and set up meeting time with a patient for 20 minutes and break time 10 minutes, that means that patients will be able to book appointments with you every 30 minutes, allowing you to have a 20 minutes meeting and 10 minutes break between patients meetings.
Note: Please do not add any Time Slots on days that your office is closed.
STEP
5a
Finally, click on the last tab called “CUSTOM TIME SLOT(S)”.
Here you can add times for a day or full days that you will not be available for appointments. So, for example if you are going for holidays you can add that period in the custom slots, in order disable these dates, so patient will not be able to book an appointment with you during that period.
STEP
5b
To do that, click on “ADD DATES” button, choose the dates that you will NOT be available then choose from the list “Disable Appointments” and at the end click on “SAVE TIME SLOTS”.
STEP
5 c
The “CUSTOM TIME SLOT(s)” tab also allows you to add extra slots that are not part of your regular appointments.
So, for example if you wish to add availability on Saturdays or Sundays or any other day which is not part of your working days, you can set it up in the custom time slots by adding your preferred additional slots.
To do that, click on “ADD SLOTS”, fill in your preferred date / hours, meeting time, break time and keep the option to “Enable Appointment”
STEP
6 a
On the ‘Appointments Settings’ you can manage all the settings needed for your appointments.
At the “General Settings” you can create messages that will be shown to your patients while they are booking an appointment with you.
STEP
6 b
In addition, you can also set up all the emails that your patients will automatically receive once they book an appointment with you.
a) You can upload your Logo to be added on the email.
b) Automatic email confirming patient has requested the booking and that the request has been received.
c) Automatic email when the appointment will be cancelled.
d) Automatic email when the appointment will be approved.
STEP
6 c
Final step is to set up a payment method, if you are using an online payment.
So simply choose your currency from “Set Currency” section and then add the details of your preferred payments methods, “PayPal” and “Credit Cards” as shown below.
If you don’t want to use any online payment, just keep the payment methods “Disabled” in order not to be shown on the patients, so they can simply choose the option “Pay locally”.