Managers can create and edit online booking forms from the Settings page.


Note: If you are a user whose role is not set as a Manager, you must get editing permissions before you attempt to create an online booking. For more information on roles, see here.

In this topic:


Create an online booking form

You can create any number of online booking forms from the Settings page:

  1. Go to the Online booking tab.

  2. Click New in the top-right hand corner.

  3. Give your new booking form a Title and Description.

  4. Fill out the General settings. Hover your cursor over the question mark icons for more information about each setting.

  5. Choose whether to Allow patients to book with a specific practitioner by ticking or unticking the box.

  6. Choose which locations, appointments, and practitioners you want patients to be able to select in the booking form, by ticking or unticking the boxes.

  7. Tick or untick any additional settings in the Patient form settings section.

  8. Click Add custom question at the bottom of the page to add any additional questions you want for the booking form. Note: make sure you click the tick icon to add the question when you're done:

  9. Tick the Active button at the top of the page. Leaving this box unticked will save your booking form, but will not make it live to patients.

  10. Click Save in the top right-hand corner of the page.

The new online booking form appears in your Online booking tab. See below for instructions on how to share or embed the online booking form.


Share or embed an online booking form

When you have created an online booking form, you can share a URL with your patients, or embed the form as an iframe on a different web page.

You can find the booking form links on the Settings page:

  1. Go to the Online booking tab.

  2. Click on the booking form you want to link to.

  3. Under the Resources section, click the copy icons next to either Online booking URL or Embedded iframe code.

The URL or iframe code is now copied to your clipboard.


Edit an online booking form

You can edit an online booking form at any time from the Settings page.

  1. Go to the Online booking tab.

  2. Click on the booking form you want to edit.

  3. Make the changes you want.

  4. Click Save in the top right-hand corner of the page.

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