Step 4: Picking you scheduling settings in ClinicSense

  • 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

🙋 Need help?

  • Using the email address associated with your account, submit a support request form
  • Our amazing Customer Support Team will get back to you as quickly as possible
  • Our average first response time during business hours is approximately 15 minutes

Contents


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

  1. Go to Setup, then Scheduling Settings
  2. Customize your scheduling settings to you liking
  3. Optionally, visit the How to add ClinicSense scheduling to your own website guide to link ClinicSense on your website
  4. Optionally, visit the How to add ClinicSense scheduling to your social media guide to link ClinicSense on your social media page(s)
  5. Click Save, in the bottom right corner
  6. Move on to Part B, below

Part B: Cancellation Policy

  1. Complete Part A, above
  2. Go to the Cancellation Policy tab, near the top left
  3. Customize your cancellation policy to you liking
  4. Click Save, in the bottom right corner
  5. Move on to Part C, below

Part C: Scheduling Rules

  1. Complete Part B, above
  2. Go to the Scheduling Rules tab, near the top left
  3. Customize your scheduling rules to you liking
  4. For now, skip the No-Show Guard™️ Tab
  5. Click Save, in the bottom right corner
  6. Move on to Step 5: Picking your payment settings in ClinicSense

Related articles

Was this article helpful?
0 out of 0 found this helpful
Still have questions?

Our customer care team is here for you!

Submit a request