Practice Management on Embodia - Part 2: Scheduling
The actions described in this lesson require a Manager permission on your clinic.
Go to your Online booking page by clicking on Online booking under My clinic > Scheduling settings in the top bar and then scroll to the Online booking settings section.
A booking request is a simple contact form on your online booking portal that clients can fill out to request an appointment.
You can customize your booking requests:
- You can override the default call to action (CTA) displayed to the patients at the top of the booking request
- You can override the default labels used on the default fields
- You can ask for additional information from the patient by using patient properties. To learn more about patient properties, please visit this help article.
Once a booking request is submitted, you will receive an email notifying you of the request.
Viewing the booking request
If you are the clinic manager, sign in to your practitioner account and then click on My consults > Booking requests.
Allowing Clinic Admins to view booking requests
To allow a clinic admin to view a booking request, you first need to add a clinic admin account to your clinic (you can learn how to create a free clinic admin account here). Once added, the clinic admin can sign in by clicking on Clinic admin sign in in the Embodia home page and then entering their credentials.
After signing in, simply click on the Booking requests tab to view all the submitted booking requests:
