How to Set Up Online Booking
Online booking lets patients book appointments directly through a public link or embedded widget, without needing to call the practice.
How to Get There
Navigate to the Online Booking page from the left sidebar under the scheduling section.
Creating a Booking Link
- Click Create Link
- Configure the link:
- Name and description - what patients see
- Clinicians - which clinicians are available through this link
- Locations - which practice locations to offer
- Appointment Types - which types patients can book
- Usage limits - maximum number of bookings (optional)
- Expiry date - when the link stops accepting bookings (optional)
- Save the link
Once created, you can:
- Copy URL - share the booking link directly with patients
- Embed Code - get HTML snippets to embed the booking widget on your website
Verification Settings
Click Verification Settings in the top bar to configure organisation-wide patient verification:
- Require phone verification - patients must verify their phone number before booking
- Require email verification - patients must verify their email address
These settings apply to all booking links.
Managing Booking Links
The Booking Links tab shows all your links with:
- Name and Slug - the link identifier
- Status - Active or Inactive
- Clinicians, Locations, Appointment Types - what the link offers
- Uses - how many times the link has been used vs its limit
- Conversion - the percentage of visits that result in a completed booking
Actions: View Details, Copy URL, Embed Code, Toggle Status.
Reserved Slots
The Reserved tab shows appointment holds: slots reserved during the booking process but not yet confirmed. Statuses include:
- Active - patient is currently booking
- Converted - booking completed successfully
- Expired - hold timed out before completion
- Payment Failed - payment did not go through
- Slot Conflict - another booking took the slot
Tip: Monitor the Reserved tab to spot patterns in failed bookings, such as frequent payment failures or expired holds.nfigure Appointment Types