Bookings and scheduling

Appointment types, availability, your booking page and managing the diary.

All topics

Getting going

  • Create and manage appointment types

    Set up the treatments and consultations patients can book, with duration, price, booking fee, location, video provider and buffer time.

    • Owner
  • Import appointment types from a spreadsheet

    Add your full treatment list at once by uploading a CSV file of names, durations, prices, booking fees, rooms and buffer times.

    • Owner
  • Set your working hours, buffers and time off

    Set the weekly hours patients can book you, add extra hours or block out single days, set your buffer between appointments and mark time off.

    • Owner
    • Practitioner
  • Set your booking policy

    Set your cancellation window, booking fee refunds, no-show fee, minimum notice, default appointment buffer and how far ahead patients can book online.

    • Owner
  • Book an appointment for a patient

    Add an appointment to the diary on a patient's behalf from the Bookings page, and find out what the patient receives when you do.

    • Everyone
  • Cancel or move an appointment

    Cancel an appointment for a patient, see what happens to their booking fee, and move an appointment to a new time by cancelling and booking again.

    • Everyone

Understanding it

  • Your online booking page

    How patients book online: where your booking page lives, the steps they go through, how new patients are added and how booking fees are taken.

    • Everyone
  • Using the bookings calendar

    Find your way around the Bookings page: the week view, switching between practitioners, what the colours mean and how to open an appointment.

    • Everyone
  • Booking analytics

    See which of your treatments are booked most and least, and which ones Clinicify suggests you promote, from the Booking analytics page.

    • Everyone

Reference