The Booking Flow

Before you start

Your booking page is where clients book online. This guide walks through it the way a client sees it, so you know what each setting changes and can help a client who calls with a question.

Step 1: Location

• Mobile: the client enters the address where they want care. Only addresses inside your service areas can book (see Geoperimeters).
• In Clinic: the client chooses one of your clinic locations instead.
• Returning clients can select Returning guest? Click here for a faster checkout to sign in and reuse their saved details and cards.

Step 2: Services

• Services are grouped into your categories (see Procedure Groups), with your prices and descriptions.
• The client opens a service and selects Add Service. They can add more than one. The calendar icon at the top counts what's in their visit.

Step 3: Date & Time

• The client picks a day, then an open time. Only times when a provider is available show up (see Availability Windows).
• If nothing works, they can select Join our Waitlist and share when they're free.
• They select Continue.

Step 4: Summary & checkout

• The client enters their email, or continues with Google or Apple, then reviews the visit.
• They pay based on your Checkout Settings: in full, on-site, or a deposit. Your payment policy and checkout questions show here too.

Tips

• Book a test visit after you change services, prices, hours, or service areas.
• Client says no times are showing? Check provider availability and that their address is inside your service area.