- Scheduling settings control online scheduling, cancellations, and scheduling rules
- They control what your clients will see when booking online
- Picking the right settings for your practice is easy
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Contents
- About scheduling settings
- Part A: Online Scheduling
- Part B: Cancellation Policy
- Part C: Scheduling Rules
- Related articles
About scheduling settings
- Generally, you'll want to activate online scheduling for your practice
- However, online scheduling is entirely optional
- In addition to your practice-wide scheduling settings, there are separate settings for each practitioner and service
- Visit the How to choose scheduling settings for your entire practice guide for more details
Part A: Online Scheduling
- Go to Setup, then Scheduling Settings
- Customize your scheduling settings to you liking
- Optionally, visit the How to add ClinicSense scheduling to your own website guide to link ClinicSense on your website
- Optionally, visit the How to add ClinicSense scheduling to your social media guide to link ClinicSense on your social media page(s)
- Click Save, in the bottom right corner
- Move on to Part B, below
Part B: Cancellation Policy
- Complete Part A, above
- Go to the Cancellation Policy tab, near the top left
- Customize your cancellation policy to you liking
- Click Save, in the bottom right corner
- Move on to Part C, below
Part C: Scheduling Rules
- Complete Part B, above
- Go to the Scheduling Rules tab, near the top left
- Customize your scheduling rules to you liking
- For now, skip the No-Show Guard™️ Tab
- Click Save, in the bottom right corner
- Move on to Step 5: Picking your payment settings in ClinicSense
Related articles
- Step 1: Adding a location to your ClinicSense practice
- Step 2: Adding a practitioner to your ClinicSense practice
- Step 3: Adding services to your ClinicSense practice
- Step 4: Picking you scheduling settings in ClinicSense
- Step 5: Picking your payment settings in ClinicSense
- Step 6: Setup completion checklist for ClinicSense
- How to add ClinicSense scheduling to your own website
- How to add ClinicSense scheduling to your social media
- How to choose scheduling settings for your entire practice
- How to choose scheduling settings for specific Practitioners