Enabling Booking Widget for Existing Clients
To turn on the booking widget feature for existing clients to book new appointments / reschedule schedule appointments from within their client portal, follow the steps below:
Step 1: Navigate to Account Settings within the Settings dropdown.
Step 2: Click on Edit within the Practice Settings section.
Step 3: Click on Client Portal tab and then check the button next to Enable booking widget for existing clients. Indicate how many hours prior to the scheduled appointment that the client can cancel within their client portal and then click Save Changes.
Step 4: Click on the Online Booking tab on the left-hand side & choose your subdomain (the name that will be included in your unique booking page) and click Create Practice Domain.
Step 5: Click the +Add Facility button to choose from your list of facilities and then click Edit Facility if you'd like to change the name that client's will see on the booking page.
- Your facilities are configured within the Facilities & Rooms tab within your Account Settings.
Example: If one of your facilities in your account is called "In-Person", you can use the "Edit Facility" button to change that name to "Practice Name- In-Person Appointments" or something to that effect.
Step 6: Click on the +Add Professional button to add a professional to that facility and then click Edit to add more information about that professional.
Please note: Each professional can only be assigned to ONE facility. You can add unique service templates to denote in-person versus telehealth or to denote different physical locations.
Step 7: Set up the availability for each professional by clicking on the Availability button next to their name.
Step 8: Click on the Service Templates button to create a new template for the type of appointment that will be available for scheduling within the booking widget. Then press the + Create New Service Template button.
Step 9: Fill out the fields in the Properties tab
- Template Name - Type of appointment template that you are creating (e.g., 45-minute teletherapy appointment; 15-minute check-in call, etc.). This will be visible to the person using the booking widget.
- Description - You can reuse the template name for the description or add additional details (e.g., 45-minute therapy session conducted via MBP's telehealth service).
- Color - This allows you to select the color that will be associated with available time slots that are added with that template designation.
- Notification Email(s) - Enter the email addresses of those you'd like to be notified when someone books an appointment using the booking widget.
- Appointment Method - This lets you choose the method for meeting with your clients.
- Room - This enables you to identify the room you’ll be occupying.
Step 10: Fill out the fields in the Services tab
- If you want this template to be used for existing client scheduling, check off the button next to This template is for existing clients (Clients can add, change or cancel appointments using the client portal).
- Select from the dropdown on "How do you want to source the services"
- Specify services and fees
- Use clients existing billing
- If you chose the Specify services and fees, choose the services form the Service(s) dropdown.
- Service Price - Enter the price that should be designated for new clients selecting this service.
- Booking Cut-Off Time - Enter the number of hours prior to when the client can schedule the appointment (e.g., if you enter 24 hours, then the client will not be able to schedule a new appointment within 24 hours of the selected appointment start time)
Step 11: You can now begin adding available time slots to the availability calendar using the templates you've created.
You can choose to have the time slots repeat every week, every other week, every weekday (M-F), or you can enter it for a one-time only basis.
You can put your full weekly availability on this calendar. If an appointment has already been scheduled in one of the time slots that you've listed as your available times, new clients will not see that time available for selection when choosing an appointment date/time.
NOTE: You need to enter individual slots for each available appointment time.
For example, if you wanted to put that you had availability from 4:30 PM-6:00 PM, you'd enter one appointment slot as 4:30 PM-5:15 PM and a separate one as 5:15 PM-6:00 PM.
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