Video Walkthrough
Scheduling settings
To access scheduling settings:
- Click on Setup (in the top right corner)
- Then click on Scheduling settings in the menu
Online scheduling
Online scheduling lets your clients book appointments through your website or ClinicSense profile page. It's one of the most popular ClinicSense features. It's easy to activate an manage.
Allow clients to book online?
This is the primary Online scheduling setting. While it's completely optional, Yes is the recommended setting. Select No only if you don't want clients to book online.
Would you like to display a message to clients before they can book online?
This notice will be the first thing a client sees when they click your Book Appointment button. You can include more information about their appointment, such as a cancellation policies, refund policies, directions to your office, or parking instructions.
Where would you like to enable online scheduling?
There are two methods to add a book appointment button for your clients to schedule an appointment with you online. You can add the button to your business website or add the button to your Facebook and Instagram business page.
Add to my website
The Add to my website button opens a code-generating tool that you can use to add Book Appointment button to your website. For help with the tool, you can reference the Add online scheduling to your website guide. You can also contact our Support Team at support@clinicsense.com to request that the button be added to your website for you.
Add to my Facebook and Instagram
The Add to my Facebook and Instagram button will open the Meta integration tool. You can use it to add a Book Appointment to your social media profiles. For help with the tool, you can reference Add online scheduling to Facebook and Instagram the guide.
Cancellation Policy
Clients can cancel/reschedule up to
Choose your cancellation policy. If a clients tries to cancel/reschedule after your cut-off time has passed, they will not be allowed to cancel/reschedule online and will be prompted to call your office.
Do you have a no-show / late cancellation fee?
Choose if you want to charge a flat fee, a percentage of the service price, or the full amount for a missed appointment
Scheduling Rules
When an existing client books online
Choose if you’d like the appointment to be automatically added to your calendar (which is the most popular option), or if you’d first like to review the request before accepting. If you choose to first review the appointment request, the client will be told their appointment request is pending and will receive a follow-up email once you’ve accepted the request. If you don’t accept the request, you will be provided with an opportunity to send the client a message.
When a new client books online
You can have separate settings for new clients. You can also choose to not allow new clients to book online if you are not taking on new clients.
Clients can book up to
Choose how much time in the future your clients can book up to. For example, you may want to allow your clients to book up to 3, 6, or 12 months in the future.
Clients can book an appointment up to
Choose how much lead time you need on a new appointment booking. For example, you may want to have at least 2 hours notice so if a client books an available 9am appointment, you have enough time to get into the office if you weren’t planning on going in until later.
No-show Guard™
With No-show Guard™, you can protect yourself against no-shows by requiring clients to enter a credit card number (or even prepay for their appointments) when they book online. To turn on this feature, you will need to connect a Square account and then go to Payment settings.