Online booking requests can now be set to automatic or manual approval for each service. When automatic approval is enabled, requests that pass the required checks are converted directly into calendar appointments.

1. Create your online booking group

Go to Settings → Online Booking and select + Add Group. Enter a Group Name and Group Code, then choose your default language and primary colour. The group code is used in your online booking URL.

You can also add a Redirect URL for patients to visit after booking. With Show Patient Portal enabled, existing patients are directed to the patient portal. Click Create to save the group.

2. Open your booking group

Your group appears on the Online Booking page with its own booking link. Open the group to add the services patients can book. Once your services are ready, use the copy icon beside the link to share it with patients or add it to your website.

3. Add the service details

In the Create Online Booking Treatment window, enter the treatment name and a short description, then choose the practitioners who provide it.

• Time (Min): set the appointment duration.
• Frequency: choose the interval between bookable start times.
• Effective Date: choose how far ahead patients can book.
• Patient Type: choose which patients can book this service.
• Deposit Fee: enter a deposit if the service requires one.

4. Enable automatic approval

Under Booking Requests, turn on Approve booking requests automatically. This setting applies to the individual service, so you can offer live booking for some services and manual approval for others. Click Create when the service is ready.

For clinics where online payments are available, bookings that require a deposit are added to the calendar after a successful payment. When automatic approval is disabled, the request waits for the clinic team to review it.

5. The patient receives confirmation

Patients use your booking link to choose a service, practitioner and available time, then enter their details. When the required checks and any deposit payment are complete, the appointment is confirmed and added to your calendar.

The confirmation screen shows the date, time, treatment, practitioner and practice, with a link to the Patient Portal.

When a booking needs manual review

The system checks for an existing patient in the same clinic using the phone number, first name and surname. Email details are used when needed. Cases that require further review, such as multiple matches or a date of birth conflict, remain pending for manual approval.

For the review steps, see Online Appointment Request Approval.