Learn how to customize your scheduling settings, including online booking, cancellation policy, and scheduling rules.
Instructions
- Go to Setup, then Scheduling settings
- Under the Online Scheduling tab, choose your preferred options
- There is a master on/off switch for online scheduling
- You can display a message to clients before they proceed with online booking
- Move to the Cancellation Policy tab to set your cancellation rules
- Most customers have a 24-hour cancellation policy
- Most customers charge a fee for cancelling in less than 24 hours
- Move to the Scheduling Rules tab to adjust your booking preferences
- Most customers have appointments automatically added to their calendar
- Move to the Wait List tab to enable this feature for your practice
- You can set different notification rules for same-day vs. 24+ hour cancellations
- When done, click the Save button in the lower right corner