1. Halaxy Help Guide
  2. Schedule
  3. Online Bookings

Save information from incomplete bookings

Stay connected with potential patients who begin making an online booking but don't complete the process. When enabled, Data Capture for online bookings automatically saves any name and contact details entered to your patient list—so you can follow up if needed and reduce missed opportunities.

This feature is especially useful for:

  • Managing patient demand

  • Improving your conversion rates

  • Ensuring your practice doesn't lose touch with people seeking care.

Data Capture gives you more visibility into your online bookings and allows your team to provide proactive support.

Note

This feature applies only to new patients that are not yet on your patient list.

Enable data capture for abandoned online bookings

  1. Click Settings > General.

  2. Under the Patient Profiles section, next to Data Capture for Online Bookings, click the Icon-Edit.svg pencil icon.

    Data-Capture-01.png

  3. In the pop-up, select Completed and abandoned bookings.

  4. Click Save.

Patient information from abandoned bookings will be automatically saved to your patient list.

Note

New patients with incomplete bookings are initially saved with a Current status. If they do not complete their booking within 30 minutes, their patient status changes to Lead.

Find patients from incomplete or abandoned bookings

  1. Click Patients > Patient List.

  2. On the Status column, click the Icon-Menu.svg three lines icon to filter the column.

  3. In the filter options, select Contains and type Lead, then click Apply.

Your list is now filtered to show only patients from incomplete or abandoned bookings.

Updated

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