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How to Create an Online Booking Page

Learn how to create a new online booking page and configure its basic settings.

Create online booking pages to simplify scheduling and create a more personalized patient experience. Use separate booking pages to direct patients to the providers, locations, services, or promotions most relevant to them.

Step 1: Go to Settings > Online Tools > Booking Page.

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Step 2: You will see existing booking pages.

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Step 3: Click New Booking Page.

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Step 4: Enter a Name for the Booking Page.

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Step 5: Next, set Provider Selection. Turn this on to let patients choose a provider, or leave it off to show the first available provider.

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Step 6: Then, you have the option to lock the booking page to a specific provider. This is useful when promoting a new provider and directing patients to book only with them.

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Step 7: Next, choose whether to allow service credit booking. If enabled, patients with available package credits will see those credits during booking.

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Step 8: Then, set the maximum number of time slots shown per day. This controls how many appointment openings patients can see each day.

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Step 9: Next, review your location visibility settings. You can choose which locations are available on this booking page. If none are selected, it will show all locations by default.

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Step 10: You can also choose whether pricing is displayed on the booking page.

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Step 11: Finally, select what information patients need to complete when booking. Name and email are already required, but you can choose to add on additional information such as phone numbers, date of birth, or referral source.

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Step 12: Once everything’s set, click Create Page to activate your new booking page.

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