In order to setup HotDoc at your practice for online bookings, you must first configure coreplus and HotDoc using the instructions in this article. Doing this ensures:

• We sync practitioner, appointment and schedule information from coreplus to HotDoc 
• Patients can search for and book appointments online via the HotDoc website and app
• Appointments seamlessly integrate into your coreplus Appointment Book

Please follow the steps below to complete this configuration and set up HotDoc at your practice. 

What you'll need 

In order for coreplus and HotDoc to integrate, we require an Access Token from coreplus to be entered into the HotDoc Dashboard. Before you do the configuration, you'll need:

1. Your HotDoc user account login details to log into the Dashboard (email and password) 
   
   
2. An Access Token, which you acquire once you enable HotDoc as an Add on in the Setup > Add Ons section in coreplus

Once you have these two things, please follow the steps below to configure your integration. 

How to configure coreplus for HotDoc

Ensure you have your Access Token from coreplus before following the steps below to configure HotDoc:

1. Log into the HotDoc Dashboard with your HotDoc user account email and password, then press Login:
   
   
   
   
2. On the home page, click Get Started under step 1 of the bookings checklist:
   
   
   
   
3. You will be directed to the Setup > Install HotDoc section. Enter the Access Token from coreplus into the 'Access Token' field, then press Save. 
   
   
   
4. Confirm the details and select Yes, Save. We will then start syncing your information from coreplus to HotDoc such as your appointment types, practitioners, schedules and existing appointments. 
   
   
   
   
5. Click the Home tab and complete the rest of the checklist to setup your practice profile, appointment types and practitioners for online bookings. 
   
   

   Please note: It will take up to 20 minutes from the time you enter your Access Token to sync your schedules and appointments from coreplus through to HotDoc.

    

Installing the HotDoc Sidebar 

You are required to install the HotDoc Sidebar to process online bookings that require manual actioning from your team. We recommend installing this on your reception/manager computers so that you are notified of any bookings that come through to the Sidebar. 

To install this, please see the article below and navigate to the 'coreplus' tab: 

• How to download the HotDoc Sidebar

To learn how to process a bookings that may come through to the Sidebar, please see the article below: 

• How to Process Appointments in the Sidebar