Practice Management on Embodia - Part 2: Scheduling
Setting up online booking
Video Tutorial: Online booking
Introduction to setting up online booking
Enabling online booking of services
Setting a subdomain
Online booking settings - Who can book
Online booking settings - Sign up form
Online booking settings - Booking request forms
Online booking settings - Pooled availabilities
Online booking settings - Collecting payment information on booking
Overriding the default call to action
Editing your clinic portal homepage
The actions described in this lesson require a Manager permission on your clinic.
Go to your Online booking page by clicking on Online booking under My clinic > Scheduling settings in the top bar and then scroll to the Online booking settings section.
By default, no one can book online. Clients can view the services that you provide and browse your practitioners' schedules, but they must call or submit an online booking request (if enabled, more on this later in this course) to book an appointment.
Alternatively, you can only allow existing patients to book directly, or allow new and existing patients to book directly. New patients will be asked to sign up for an Embodia account to complete the booking.