This checklist is for practices using the HotDoc Appointment Calendar who are ready to go live with HotDoc Bookings. Work through each item below before activating bookings.
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1. Assign all HotDoc appointment types a colour
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Go to Bookings > Appointment Types. Each appointment type should have a vertical coloured bar to the left of its name.
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If an appointment type has no colour bar, click Edit on that appointment, then select a colour from the selector below the appointment name.
2. Complete practitioner availability setup
Set up availability for each practitioner, making sure you allow for breaks. For example, if a practitioner works 9am to 5pm with a one-hour break at 1pm, set up two separate sessions: 9am–1pm and 2pm–5pm.
3. Open and log in to the HotDoc Sidebar
Make sure you're logged in to the HotDoc Sidebar at all times. Install the Sidebar on each of your computers, or use the web Sidebar by clicking Open Sidebar in the top-right corner of your Dashboard.
4. Set up user accounts for your staff and practitioners
Create a user account for each staff member and practitioner. Once you send the invitation, the user will receive an email asking them to create a password.
5. Add the HotDoc Booking widget to your website
Add the HotDoc Booking widget or lightbox to your practice website so patients can book directly from it.
6. Share knowledge with your team at the front desk
Share these resources with your front desk team:
- Using the Sidebar at the front desk
- Using the HotDoc Calendar
- Online learning modules at HotDoc Academy
Congratulations – you're ready to start accepting bookings via HotDoc!
To make your practice visible on HotDoc and let patients start booking, go to the Home page on your Dashboard. Check that all checklist items are ticked, then click Activate Bookings.