Best Practice - Medical Director (Pracsoft) - Zedmed - Helix - Genie - Optomate - Dental4Windows - HotDoc Calendar
Question
How can I set up automatic or manual processing of online bookings and cancellations?
Solution
HotDoc Bookings allow you to customise the way your practice processes online bookings and cancellations. You can set this up with either of the following options:
- You can choose to automatically approve online bookings and cancellations into your appointment book.
- You can manually process online bookings and cancellations via your HotDoc Sidebar before they are accepted into your appointment book.
Click the appropriate link below to see how to do this:
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In general, we recommend using auto-confirmation to maximise the efficiency of the service. If approvals are switched to Manual, new bookings and cancellations will not be reflected in your appointment book until after they are actioned from the Sidebar. The Sidebar will require regular monitoring. |
To configure your appointment settings:
- Log in to your HotDoc Dashboard here.
- From the menu on the left-hand side, go to Bookings > Settings:
- In the top section on this page, you can choose to automatically approve appointments by ticking the checkboxes.
Keep the checkboxes unticked if you would prefer to manually process your appointments via the HotDoc Sidebar.
Note: You can choose to enable for existing patients and new patients separately. - Click the green Save button.
To configure your cancellation settings:
- From the menu on the left-hand side, go to Bookings > Settings.
- Scroll down, until you see Automatically accept cancellations.
Keep the box unchecked if you would prefer to manually process your cancellations via the HotDoc Sidebar.
- If you uncheck the Cancellations checkbox you will be asked "Are you sure you want to manually approve cancellations?"
- Select Yes, I'm sure if you're happy to proceed.
- Click the green Save button.