Configure patient self-booking
Decide what visit types patients can self-book, with what guardrails.
- Updated
- Updated
- Reading time
- 4 min read
- Tags
- bookingself-service
Self-booking saves your front desk hours per week. You stay in control: visit-type opt-in, lead-time guardrails, optional approval.
Enable per visit type
Establishment → Visit templates → toggle Patient self-bookable. By default new templates are off.
Guardrails
Set minimum lead time (e.g. 24 hours), maximum lead time (e.g. 60 days), and require manual approval if you want a human eye on it. New patients can be limited to intake visits only.
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