Prospyr

Learn how to manage appointments, provider schedules, calendars, resources, and scheduling workflows in Prospyr.

Schedule

Advanced Online Booking Controls

Organizing Service Categories and Services on your booking form

How to restrict a lead form to certain services or locations

How to Limit the Bookable Services on a Lead Form

This guide is to help you set up and deploy your online booking with Prospyr.

Prospyr Guide to Online Booking

Online Booking

Booking Appointments

How to complete an appointment in Prospyr

Completing an Appointment

Appointment Statuses in Prospyr

Changing a provider's hours to update their schedule

How to Update Provider Availability

Learn how to filter the schedule by location, provider, or service to focus on the appointments you need to see.

Managing Schedule Filters

How to create a schedule block to prevent appointments from being booked within the timeframe.

Creating Schedule Blocks

Learn how to only allow certain Appointment Types during provider availability ranges

Limit Provider Availability to specific services

Edit or Delete an Appointment in Prospyr.

How to Edit or Delete an Appointment

How to configure messaging about Virtual Appointments and automate Telehealth link sending

Automate your Virtual Appointment workflows

Mark appointments as completed to remove them from the Incomplete Appointments section and keep your schedule up to date.

How to Clear the Incomplete Appointment List

Scheduling

Learn how to enable and configure the Waitlist feature in Prospyr.

How to Set Up the Waitlist

Learn how to manage patient wait list requests and fill appointment openings faster.

How to Add Patients to the Waitlist

Learn how patients can join the Waitlist directly from the Online Booking page to request earlier appointment availability.

How to Join the Waitlist from the Online Booking Page

Learn how to set up and manage the Waitlist feature in Prospyr. This section includes how-to guides for enabling Waitlist settings, configuring notification and timing preferences, managing automatic and manual waitlist workflows, adding patients to the Waitlist, and filling canceled appointments with eligible patients to help maximize schedule utilization and reduce gaps in the calendar.

Waitlist

Prospyr Website

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