Customize Online Scheduling

After you enable online scheduling, you can take it a step further and customize your online scheduling site! Open up the drop-downs below to learn more. 


Can I reorder how my treatments appear on my scheduling site?

Yes! The order of the treatments on your online scheduling site will reflect the order in which they are in your ChiroUp account. 

Navigate to Clinic Settings > Disciplines

To reorder the treatments, simply click the three lines next to the treatment name and drag and drop! 

Remember to Save, and then your treatments will also display in your selected order on your online scheduling site. 

 
 

How do I limit when certain treatment types can be booked?

You can customize when specific treatments can be booked. To do this, navigate to Clinic Settings > Disciplines > Click Edit to Select your Treatment. 

 

Select the Online Booking tab. 

Under Scheduling Options, select Custom Schedule. 

 

Under Available Days, select the days of the week this treatment should be available.

This will add the day to the customizable options. Next, you'll need to select the time frame in which you want to allow this treatment type to be booked. 

  • To restrict a treatment to only specific Start Times, select Available Start Times and enter the Start Time(s) available for this treatment. 
    • For example, the settings below mean that the New Patient Exam is only available for online booking on Monday at 9:00am and 2:00pm. This means that patients cannot book a New Patient Exam outside of those times. 
  • To restrict treatments to a specific Time Frame, select Available Time Frames and enter the Time Frame(s) available for this treatment. 
    • For example, the settings below mean that the New Patient exam is only available for online booking on Wednesdays anytime between 1:00pm-4:00pm. 
 
 

How do I limit the number of appointments booked per time slot?

📆 Set a Default Maximum Number of Appointments per Time Slot: 

You can set a maximum number of appointments that patients can book online within a single time slot. (Time Slot settings are configured under Clinic Settings > Scheduling > Time Block).

To set the maximum number of appointments per time slot:

  1. Navigate to Clinic Settings > Users.
  2. Click the Schedule button for the provider whose maximum appointment limit you want to set.
  3. Enter the maximum number of appointments you want to allow in the Max Appts per Time Slot field.
  4. Configure this setting for each provider based on their scheduling preferences.
  • Example: To allow double booking, enter 2. To allow only one appointment at a time, enter 1.

📆 Set a Default Override for Maximum Appts per Treatment (appt) Type: 

Do you allow different numbers of appointments per time slot for different appointment types?  If so, this setting may be applicable to your clinic.

  • Example: Your clinic allows double booking for all appointment types other than a New Patient Appointment. 

Set treatment-specific overrides to your default setting for Maximum Number of Appointments per Time Slot. 

  1. Navigate to Clinic Settings > Users. 
  2. Click Schedule button for the provider whose maximum appointment limit you want to set. 
  3. Click the Add treatment limit button. 
  4. Select the Treatment you want to limit and the maximum per slot for that treatment. 

📆 Set Daily and Weekly Limits for Booked Appointments: 

Set an overarching limit to the total number of appointments that can be booked in a single day or week. 

  1. Navigate to Clinic Settings > Users. 
  2. Click Schedule button for the provider whose maximum appointment daily/weekly limit you want to set. 
  3. Under Appointment limits, toggle OFF Unlimited per day
  4. Enter the maximum amount of appointments that can be booked in a single day and/or single week. 

💡Pro-Tip: 

Maximum appointment limits are enforced for online scheduling through HealthCom. Patients cannot override these limits when booking online.

When a maximum is reached, ChiroUp will show your team that no availability remains for that time slot. However, your team can still override the limit by manually entering the appointment time in the appointment booking panel.

 
 
 

 

Was this article helpful?

Have more questions? Contact us