Prospyr allows you to refine who is allowed to book specific services online based on two factors:
Their status as a patient (Existing, New, Lead, or Fired)
Their previous service history
This will help in a variety of cases such as:
Only wanting a limited number of services bookable for new patients
Ensuring a patient has had a consultation before booking a full treatment
Streamlining the booking options for any patient
With these controls in place, your standard Prospyr lead forms will dynamically recognize patients based on a variety of factors in order to populate their specific list of bookable services.
Note: This functionality only works with lead forms which capture patient information (name, email, and phone number) on page 1 of a form and then display the booking options on page 2.
1. To set advanced online booking controls for a service, navigate to your catalog in settings and select the service you want to control
2. Scroll down to the online booking control and toggle it on
3. The first input will allow you to control which patients are able to book an appointment based on that patients status
If you select multiple statuses, patients with any of those status will be able to book.
4. Select all statuses you'd like to allow to book that service
As a refresher, the statuses mean:
Existing Patient - an established patient who has completed an appointment with your clinic
New Patient - a patient who has previously booked, but not yet completed an appointment with your clinic
New Lead - a potential patient who has not yet booked with your practice (this would also apply to anyone filling out a lead and booking form for the first time)
Fired - a patient you have fired
5. The other control you have available is a specific service requirement
This means, you can require that a patient has had a specific previous service before they can book the service you are currently controlling
6. For example, you can require that a consultation must be done before a treatment is performed
7. When your desired controls are in place, hit "Update service" to save your changes, and the Prospyr controls will dynamically apply to all patient-facing booking forms.
