We turned scheduling on and patients still cannot book. Why?
Because there are two switches. Online Scheduling Enabled turns it on for the practice; each appointment type also needs Offer Online. With no type switched on, the page loads and offers nothing.
Can we offer some appointment types and not others?
Yes, and you should. Offer the straightforward ones and keep new patients, triage and anything expensive with a person.
Can a patient book with a specific practitioner?
Yes - send a Provider Link. A General Link lets them choose.
Can we send a link that books one exact appointment type?
Yes, that is what Visit Type Links are for, and they are the most useful kind - the patient cannot pick the wrong thing.
Do we need a web developer?
Not for a link - Copy link works in an email or a text. For a button on your website, Copy the button code gives your web person the HTML.
Can the booking page live on our own site?
Yes. Embed the Portal with the Portal Include Code keeps patients on your domain. Check it on a phone.
What else can patients do in the portal?
Whatever you switch on under Portal Features - Ask the Doctor, Documents, History, Products, Providers, Uploads. Each is independent of scheduling.
Should we turn on Ask the Doctor?
Only if somebody owns answering it. It generates real patient messages, and an unanswered one is worse than not offering it.
Why does a patient see no available times?
The type is offered but nothing fits - no open hours, a full schedule, or an appointment duration longer than any gap you have.
Can we control what a patient sees about an appointment?
Yes. Each type carries an online description, plus its Duration: and Estimated Price:. Fill the description in - without it, patients are guessing.
Can we make the portal match our website?
Yes - Portal Style covers Main Colors, an Accent, Header Font and Content Font, a Header Image and the embed Dimensions.
Do patients have to accept terms?
They see your Portal Disclaimer and Terms and Portal Terms and Conditions for Patients. Write these before going live.
How do we test it without a real patient?
Book one yourself from a phone, check it lands on the right schedule at the right length, then cancel it.
