What Is the Online Appointment Feature?

The Online Appointment feature allows patients to request appointments directly through a custom link, without needing to call or message the clinic.
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This feature helps clinics save time, reduce no-shows, and manage appointments efficiently by letting patients pick available slots based on your predefined schedule.

Once configured, clinics can easily share the booking link via website, WhatsApp, SMS, or email.

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1. Setting Up the Online Appointment Link

1. Go to Settings → Online Appointment Settings.

2. Click + Add Group to create a new online appointment link.
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3. Name your link (e.g. “Dental Consultation” or “General Treatments”) and click Create.

4. After creation, click the group name to open detailed configuration.
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5. Click Add Online Appointment Treatment and define:

   • Treatment name

   • Duration (in minutes)

   • Responsible doctor

   • Slot frequency (how often available time slots appear)

   • End date for appointment availability

Your setup is now complete, your online appointment link is active and ready to share.

💡 Tip: You can embed this link directly into your clinic website so that patients can book appointments without leaving your page.
Copy the generated link and integrate it with your “Book Appointment” or “Contact Us” button on your website or landing pages.
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2. How Patients Book Appointments

When patients open the custom booking link, they see your fully branded clinic portal.

• Patients easily browse your available appointment types and details.

• They see only the services and times you allow them to book.
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Booking Steps:

1. Treatment selection: Patients pick the desired treatment.

2. Doctor & time: They choose an available doctor, date, and time.

3. Personal information: Patients enter first name, last name, date of birth, phone number, email address, and (optionally) a note.

4. After clicking Create Appointment, a request is submitted.

Note: This applies to services with manual approval enabled. The request does not automatically appear on your calendar. It will show as a pending request until approved by the clinic. You can enable automatic approval per service in Online Appointment Settings so eligible bookings without a deposit go straight into your calendar instead.
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3. Approving Online Appointment Requests

1. When a patient submits a request, you’ll see a +1 notification beside the phone icon in the Calendar tab.

2. Click the icon to view incoming requests; including patient name, phone number, requested date, and doctor.

3. Review the details:

   • If the patient is new, click Save Patient and Create Appointment.

   • If the patient already exists, select the correct patient record and click Create Appointment to avoid duplication.

4. The appointment will now appear on your calendar.

5. If the requested time is unavailable, you can edit the date, doctor, or duration before confirming.

6. To ignore the request, click Delete.

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Best Practices

• Keep your available slots updated to avoid conflicts.

• Use appointment reminders (SMS/Email/WhatsApp) to reduce no-shows.

• Embed your booking link on your website and social media profiles to make it easier for patients to reach you 24/7.

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Summary

The Online Appointment feature helps your clinic automate booking workflows while keeping control over approvals. It gives patients the convenience to request appointments directly from your website or shared links, reduces administrative work, and ensures a professional, streamlined booking experience.