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How do I add a message to appear when a patient selects an appointment type?

Last updated 14 January 2025 04:15   ∙   ~ minute read
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Question

I want to add a pop up message to my appointment types so that it appears as soon as the patient clicks this. How can I do this? 


Screen_Shot_2021-12-07_at_4.08.20_pm.png

Example of message appearing as soon as appointment type is selected

 

Solution

You can add alert messages and terms and conditions in the appointment types section of your HotDoc Dashboard. This may be helpful if you want to add:

  • Billing information for individual practitioners or entire practice: Eg. If your practice is moving to mixed billing, advise around changes in fees, etc.)
  • Appointment & patient advice: Eg. Bring a referral, your medicare card, specific arrival times for appt types etc

Please see below for how to do this for your practice or individual practitioner appointment types:

  • How to add a message to your appointment types, practice wide
  • How to add a message to your appointment types for individual practitioner requirements 

 

How to add a message to your appointment types, practice wide 

  1. Log in to your HotDoc Dashboard. 

  2. Go to Bookings > Appointment Types and click Edit next to the appointment type you would like to add a message to. 

    edit_appt_type.png 


  3. To add a message as soon as the patient clicks the appointment type, select  Add a message to appear as soon as the appointment type is selected  and enter your message. 

    message_appt.png                                                                                                                                                                    
       
  4. If you would also like to add in any terms and conditions for the appointment, scroll down to the Templates for Practitioner Setup and type your message. 

    Screen_Shot_2021-03-24_at_9.16.27_am.png

  5. Press the green Save button to save your messages. They will be effective immediately.

If you hover over the mceclip0.png symbol you can see a preview of where the patients will see what you are adding in.

 

For more information on how to edit appointment types, please see our article How to add, edit or remove appointment types. 


How to add a message to your appointment types for individual practitioner requirements 

  1. Log in to your HotDoc Dashboard. 

  2. Go to Bookings > Practitioner Setup and click Edit next to the practitioner you would like to add the message for:

    practitioner_edit.png

  3. Scroll to the Appointments Types for 'practitioner' section and select 'Edit' next to the appointment types you'd like to add a message to:

    Screen_Shot_2022-07-07_at_12.17.40_pm.png

  4. In the Terms and Conditions box, enter your desired message and press Save.
    • Note: If the appointment types are enabled for new and existing patients, you can put the same message in both fields or customise this message accordingly:

      Screen_Shot_2022-07-07_at_12.22.45_pm.png

  5. To add a message to any other appointment types, repeat these steps!

Please note: 

If you've added a message in the "add a message to appear to your appointment types as soon as this is selected" field in your practice wide appointment type settings, this will appear at the beginning when a patients selects your appointment types.

The information that you add in the individual practitioners Terms and Conditions box will appear at the end, before the patient confirms their appointment details.

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  • How to edit your Practice Profile information
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  • How to enable automatic invoicing for Quick Consult requests
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