This article will talk you through how to set up our feature which allows patients to cancel or reschedule their own appointments from their appointment confirmation or reminder message.
Allowing your patients to manage their own appointments can save you time in clinic as you will no longer need to go back and forth with patients to find a date and time that suits them to move the appointment to.
To learn how to introduce this feature to your online booking page, watch our short Alternatively, follow our simple steps.
Your Preferences
First within the software you will need to set up your preferences for patients managing their own appointments.
Step 1 :
From the main menu, head to the settings area.
Step 2 :
Once in settings, head to advanced booking settings, under the heading online booking.
Step 3 :
In here, you will need to go to the thrid section down for the reschedule/cancel settings.
Step 4 :
First you will need to start how close to an appointment patients can reschedule. This will mean that patients cannot cancel once they reach this time.
Most practitioners will have this set as either 24 hours or 48 hours.
Step 5 :
Next you will need to do the same with the cancel feature stating how close to an appointment patients can cancel.
This is usually higher tha n the rescheudl option for practitioner usually around the 72 hour mark.
Step 6 :
If you do not want patients to be able to cancel their own appointments at this time frame, you just need to make sure the disabled button has been selected.
Step 7 :
The next box is dependant if you would like the patient to receive a refund when they cancel their appointment. If the box is unticked, if the patient has paid a deposit they will be refunded. If ticked you will keep their deposit.
This button will depend on what you have in your terms and conditions within clinic.
Step 8 :
Once happy with this section, select save.
Once your preferences have been set up you can then set your templates.
Your Confirmation and Reminder Template
You will next need to set up your confirmation and reminder template to contain the reschedule/cancel link. You can set it in either template or both depending on your preference.
Step 9 :
Back in settings, head to SMS/Email templates under the heading notifications.
Step 10 :
Once in this section, you can head into either the confirmation template or reminder template.
Step 11 :
In the template, you will need to select to add the reschedule/cancel tag.
Step 12 :
Once selected the tag will appear in the message and you can update any wording you need.
Step 13 :
When happy with how your template reads with you tag attached, select update.
If you would like this feature to appear in both your confirmation and reminder template you will need to repeat the process.
Step 14 :
When a patient then books their appointment, a button will appear in the message to allow patients to reschedule or cancel.
For further help on patients managing their own appointments, visit our additional guides.
Additionally, to help you fully utilise and understand your Aesthetic Nurse Software, we do offer 1-1 support zoom calls which can be booked here : Book a zoom call