Practice Management on Embodia - Part 2: Scheduling

The actions described in this lesson require a Manager permission on your clinic.

If you allow new patients to book online, the patient must first create an account to finalize the booking. By default, they will be asked for their email address, first name, and last name. If you want the patient to provide more information (such as their phone number), you can make use of your patient properties.

You must first have your patient property created on Embodia - learn how in this article.

Then, go to My clinic > Scheduling settings > Online booking:

Scroll down the page to the section Online booking settings:

To add more fields to the sign-up form, click on Add a field and select one of your patient properties. You can also mark if you want this field to be required in order to be able to create a new account.

While there are no restrictions on the number of fields you can add, we recommend only adding the necessary fields on sign up and relying on questionnaires and intake forms to collect more elaborate information.