Letting patients book themselves

Online booking gives patients a page where they can book an available slot themselves, without calling or emailing your clinic. Setting it up means deciding a few things: what rules apply, what patients see, which locations and appointment types are open to it, and where you'll share the link.

Set the booking rules

In General, set how many appointments a patient can book online in a day, how much notice is required before a slot can be booked, and how far ahead patients can book. You can also limit how many bookings are allowed per time segment, and choose whether to respect each practitioner's own availability.

The general online booking settings showing daily limit, lead time, and advance booking window fields.
The general online booking rules, including daily limit and lead time.

Choose how patients are notified about their booking here as well, so confirmations go out the way your clinic expects.

Decide what patients see

In Patient page, choose whether prices and appointment duration are shown, whether an address is required, and whether patients can choose their own time zone. Add your terms of use, a privacy policy link, or an important notice if there's something every patient should read before booking.

The patient page settings showing toggles for prices, duration, address, and time zone, plus terms and notice fields.
Choosing what's shown on the patient booking page.

Choose what's bookable

In Availability, switch on each location that should accept online bookings, and each appointment type patients are allowed to book themselves. Anything left off simply won't appear as an option online.

The availability settings with switches for each location and appointment type.
Enabling locations and appointment types for online booking.

Share your booking page

In Sharing, copy your direct booking link to send anywhere — a text, an email, a social media page — or copy the embed code to place the booking page directly on your own website, on any platform.

The sharing settings showing the direct booking URL and an embed snippet, both with copy buttons.
The direct booking link and embed code, ready to copy.

Require a deposit, if you need one

In Payments, turn on deposits and set the percentage required to secure a booking, useful for appointment types where no-shows are costly.

Was this article helpful?
Your feedback helps us improve our documentation.
Rate this article: