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Where to find this: Self-scheduling is a patient-facing feature. Configure it per service in Settings > Services under the Visibility & Discovery, Pricing & Payments, and Scheduling & Booking tabs.

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Self-Scheduling (Patient-Facing)

Self-scheduling allows patients to book appointments online without calling the clinic. The patient-facing booking flow guides them through these steps:
1

Select Patient Type

The patient indicates whether they are a new patient, existing patient, or returning patient. Services may be restricted based on patient type.
2

Choose Location Type

The patient selects between in-person, virtual, or all appointment types.
3

Select Service

The patient browses available services, filtered by category if configured. Services marked as “popular” appear first. Services marked “only bookable over the phone” are visible but cannot be selected.
4

Choose Location

For in-person visits, the patient selects a clinic location. If location services are enabled, nearby locations appear first.
5

Select Provider (Optional)

If the service has “Allow Individual Provider Booking” enabled, the patient can choose a specific provider. Otherwise, a provider is auto-assigned.
6

Pick a Time

The patient selects from available time slots. Availability is calculated based on provider shifts, existing appointments, service duration, and any short-notice blocks.
7

Confirm and Pay

The patient reviews appointment details in an itinerary view. If a booking fee is configured, they enter payment information. If credit card collection is required, they must provide a card before finalizing.
8

Booking Complete

The appointment is created and a confirmation SMS is sent to the patient. The appointment appears on the clinic calendar.
Configure self-scheduling options per service in Settings > Services under the Visibility & Discovery, Pricing & Payments, and Scheduling & Booking tabs.