Set default appointment location for specific services

Your patients can specifically book in-clinic, phone consultations or telehealth consultations via your online bookings page based on the fees or appointment types you choose to make available. This is based on the Default Appointment Location setting for each fee or appointment type.

This setting saves you time by automatically assigning the appropriate location of each appointment made via online booking. If you are using custom reminder templates for phone or online consultations, this will automatically use the correct templates and even include a link to the telehealth video session, if applicable.

The fees and services available on your online bookings page are also categorised based on their Default Appointment Location.

A practitioner's online bookings page, with fees sorted by in-clinic, online and phone

Note

The Default Appointment Location for a fee or appointment type overrides the Default Appointment Location you have set for your location hours.

If a patient books a fee or appointment type that does not have an Default Appointment Location, the location is set to the Default Appointment Location in your location hours.

Set the default appointment location for a fee

  1. Click Finances > Fees.

  2. In the list, click the fee you want to edit.

  3. For Default Appointment Location, select the default location for appointments booked for this fee.

    On the Edit Fee page, the Appointment Location Type drop-down menu is highlighted
  4. Under the Fee Pricing section, ensure that the fee visibility is set to Public. This determines whether or not the fee appears on your online bookings page (assuming you have made fees public in your online booking preferences).

  5. Click Save Fee.

Whenever a patient books this service using your online bookings page, the appointment location is automatically set to your selected default appointment location.

Tip

If a fee isn't appearing on your online bookings page even though you have made it visible, ensure you have made fees set to Public in your online booking preferences.

Set the default appointment location for an appointment type

  1. Click Settings > General.

  2. Under the Appointment Settings section, next to Appointment Types List, click View All.

  3. In the list, click the appointment type you want to edit.

  4. For Default Appointment Location, select the default location for appointments booked for this appointment type.

    Default-Appointment-Location-02.png
  5. Ensure the checkbox marked Active is ticked. This determines whether or not the appointment type appears on your online bookings page.

  6. Click Save.

Whenever a patient books this service using your online bookings page, the appointment location is automatically set to your selected default appointment location.

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