Group Appointments

Before you start

A group appointment is one visit with more than one patient, like a party, an event, a family, or a corporate wellness day. One provider sees everyone. Group appointments are available on every marketplace; there's nothing to turn on. Your team adds the extra patients. Clients can't book a group from the booking page yet.

Step 1: Start with the first patient

1. In Calendar, select Create Appointment.
2. Choose the first patient, the marketplace, and their services.

Step 2: Add more patients

1. Under Additional patients, select Add another patient.
2. Under Select a patient, choose who's joining, then Add procedure for the services they want. Everyone can have different services.
3. Select Add patient. Repeat for each person.

Step 3: Finish booking

1. Set the start and end time. One provider sees everyone, and the visit lasts as long as the patient with the most services.
2. Choose the practitioner, check the location, and select Create.

The visit becomes a group automatically as soon as it has more than one patient. To add or remove patients later, edit the appointment. Removing a patient refunds their part of the checkout automatically.

How payment works

A group has one checkout. To split it:

1. Open the checkout and turn on Split Payment.
2. Tick the items for one patient. The amount fills in for you.
3. Collect it by card, cash, or a payment link sent by text or email, so that person can pay on their own phone.
4. Repeat for each person until the balance is paid.

Or leave Split Payment off and charge the whole group at once.

Groups from requests

A request in Dispatch can be a group too. Add patients when you create the request, or while it's Pending Approval or on the Waitlist. Dispatch treats it as one provider slot.

Tips

• Add every patient as a client first, so each one has their own record and intake.
• For big events, consider booking more than one provider as separate visits.