How to Set Up Online Booking Links

Last updated: 16 April 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

  1. Open Online Booking from the main navigation
  2. You will see two tabs: Booking Links and Reserved Holds
  1. Click Create on the Booking Links tab
  2. Fill in the details:
    • Name - a descriptive name for your reference (e.g. "GP Consultation Booking")
    • Slug - the URL-friendly identifier (auto-generated from the name)
    • Description - optional notes about this link
  3. Configure restrictions:
    • Allowed Appointment Types - which types patients can book through this link
    • Allowed Clinicians - which clinicians are available for booking
    • Allowed Locations - which practice locations are shown
  4. Set limits (optional):
    • Max Uses - cap the total number of bookings through this link
    • Expiry Date - automatically deactivate the link after a date
  5. Configure patient verification:
    • Require Phone Verification - patient must verify their mobile number
    • Require Email Verification - patient must verify their email
    • Require Notes/Reason - patient must provide a reason for booking
    • Collect DOB - ask for date of birth
    • Collect Address - ask for address details
  6. Save the link

Once saved, you can copy the link URL or generate embed code for your website.

From the Booking Links table, you can:

  • Copy Link - copy the URL to share with patients
  • Edit - update any settings
  • Activate / Deactivate - toggle the link on or off without deleting it
  • View Stats - see usage counts in the sidebar

Reserved Holds

The Reserved Holds 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.