Online Booking settings control whether patients can book appointments themselves from a public page, what that page shows them, which locations and appointment types are open to online booking, how you share the link, and whether a deposit is required at booking time. The page is organized into five tabs: General, Patient page, Availability, Sharing, and Payments.
What you'll learn
How to turn online booking on or off, and what patients see when it's off
How to set booking rules like lead time and daily limits
What patients see on the public booking page, and how to customize it
How to choose which locations and appointment types are bookable online
How to share the booking link or embed it on your website
How deposits work, and why the Payments tab may be hidden
The Online Booking settings page with its five tabs across the top — General, Patient page, Availability, Sharing, Payments — and the General tab active.
General tab
1
Turn online booking on or off
Use the active/inactive toggle at the top of the General tab.
2
Set a disabled-state message if turning it off
When the toggle is off, a disabled-state message panel appears with Title and Message fields, shown to patients who visit the booking page while it's inactive.
3
Set the daily limit per patient
Choose how many bookings a single patient can make in one day.
4
Set the lead time
Choose the minimum notice required before a patient can book an appointment.
5
Set the booking window
Choose how far into the future patients are allowed to schedule.
6
Set per-time-segment limits
Limit how many patients can book in the same morning, afternoon, or evening segment, or allow unlimited bookings.
7
Turn on Respect practitioner availability, if wanted
Shows patients only times that fit each practitioner's actual working hours.
8
Save
Click Save settings to apply changes.
The disabled-state message is conditional The Title and Message fields only appear when the active/inactive toggle is turned off. They control what patients see on the public booking page instead of the normal booking flow while it's inactive.
The General tab with the active/inactive toggle switched off, showing the resulting disabled-state message panel with Title and Message fields, plus the booking rule fields below (daily limit, lead time, booking window, per-segment limits, respect-availability toggle).
Patient page tab
This tab controls what patients actually see and enter on the public booking page.
Show price toggle — display service prices up front.
Show duration toggle — display how long each appointment type takes.
Require address toggle — make patients enter their address as part of booking.
Patient timezone selection — let patients choose their own time zone, useful if you serve patients across regions.
Extra time-selection info — additional context shown near the time picker.
Terms of use text — custom terms shown to the patient before they confirm.
Privacy policy URL — a link to your clinic's privacy policy.
The important notice fields are conditional, and validated Turning on "Show important notice" reveals a Notice title and Notice message field for a short, high-priority banner on the booking page. If the toggle is on but either field is left blank, saving fails with a validation error — turn the toggle off if you don't want the notice, rather than leaving the fields empty.
The Patient page tab showing the show price/duration toggles, require address and patient timezone options, the Show important notice toggle expanded to reveal Notice title and Notice message fields, and the terms of use and privacy policy URL fields below.
Availability tab
Choose which locations and appointment types are actually open to online booking. Only what you enable here shows up for patients — this keeps online scheduling aligned with what your clinic can really deliver.
Setting
What it controls
Locations
Which clinic locations accept online bookings
Appointment types
Which services or visit types patients can book online
At least one location is required to activate booking If online booking is active on the General tab, at least one location must be enabled here. Saving is blocked with an error if you try to activate booking with no locations enabled.
Sharing tab
1
Copy the direct booking link
Use the copy button next to the booking URL to share it in emails, texts, or on your website.
2
Copy the embed snippet
Copy the iframe code if you want the booking page embedded directly into your own website.
This tab is gated behind a connected payment provider If your clinic doesn't have Stripe, PayPal, or Square connected under Apps Integration, this tab shows only a message directing you to connect one first — there's nothing else to configure until then.
Once a supported provider is connected, the tab shows the connected provider(s) and their status, along with a Require a deposit toggle.
Deposit percentage is conditional A Deposit percentage field only appears once "Require a deposit" is turned on. It accepts a value from 1-100%, and saving is blocked with a validation error if it's left outside that range.
The Payments tab with a payment provider connected, showing provider status, the Require a deposit toggle switched on, and the resulting Deposit percentage field.
Data handled on the booking page
Patient information is handled securely The public booking page collects patient contact details, and sometimes an address. That information is stored and handled the same secure, encrypted way as the rest of the patient record.
Before you save
At least one location must be enabled on the Availability tab before online booking can be turned on.
Deposit settings only appear once you've connected a supported payment provider — Stripe, PayPal, or Square — in Apps Integration. Until then, the Payments tab only shows a message asking you to connect one.
If "Show important notice" is turned on, both the Notice title and Notice message fields are required. Fill them in, or turn the toggle off.
Patients see the disabled-state message you configure on the General tab instead of the normal booking flow.
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