How to Set Up Online Booking Links

Last updated: 5 July 2026

Online booking links let patients book appointments themselves, without calling the practice. You create reusable links that can be shared on your website, in emails, or on social media.

How to Get There

Open Configuration > Online Booking (or search Go to Online Booking in the command palette). You will see two tabs: Booking Links and Reserved.

Click Create Link on the Booking Links tab. This opens a short wizard with five steps:

  1. Appointment Types — choose which appointment types patients can book through this link (you can select more than one). Only active appointment types appear, so set these up first in Configuration > Appointment Types.
  2. Locations — choose All locations or Specific locations only. This applies to in-person appointments; if every selected type is video or phone only, no location is needed.
  3. Clinicians — choose All clinicians or Specific clinicians only.
  4. Settings & Details:
    • Link Name (required) and Description — generated for you from your selections by AI; edit them or regenerate as needed.
    • Require reason for appointment — choose whether patients must give a reason before booking (turn it off for things like flu jabs or blood tests).
    • Link limits (optional) — cap the maximum uses, set an expiry date, and choose whether the link is Active straight away.
    • Redirect URLs (optional) — send patients to your own web page after a booking is confirmed or cancelled.
  5. Review — check the summary, then click Create Link.

Note: Patient verification (phone and email) and the information collected at booking are not set per link. They are configured once for your whole practice using the Verification Settings and Required Fields Settings buttons at the top of the Online Booking page, and apply to every link.

Once the link is created, you can copy its URL or open it. To get embed code for your website, open the link from the table (see below).

The Booking Links tab lists your links, with columns for Name, Slug, Status (Active or Inactive), Clinicians, Locations, Appointment Types, Reason for Appointment, and Uses. You can show extra columns — Conversion, Expires, and Created — from the column settings.

Click a link to open its details panel, which shows its statistics and configuration and lets you:

  • Activate / Deactivate link
  • Edit link
  • Copy URL
  • Open booking page
  • Embed code — get a script or iframe snippet to embed the booking widget on your website

You can also tick one or more links in the table to Copy URL, Toggle Status, get Embed Code, or View Details from the action bar. Editing, embedding, and toggling status require the manage-settings permission.

Reserved

The Reserved tab shows appointment slots currently being held while patients complete the booking flow. Each hold shows:

  • Patient name and appointment type
  • Date, time, and hold expiry
  • Status: Active (in progress), Converted (booking completed), Expired, or Failed
  • Failure reason if applicable (checkout expired, slot conflict, payment failed)

Holds are temporary and release automatically if the patient does not complete the booking.

Tip: If you offer several appointment types, consider creating separate booking links for each — this gives patients a simpler experience with fewer choices to make.

Tip: Use the expiry date feature for seasonal or campaign-specific booking links.