Who this is for: All Barti users. Setting up the available appointment types for online booking requires Admin access.
Video walkthroughs
Online Booking - Video Walkthrough (2 min)
Online Booking - Setting up your schedule Video Walkthrough (3 min)
How patients book online
Patients can request an appointment through your practice website or your Google Maps listing. During booking, they:
Choose a location (if your practice has more than one).
Select an appointment type and provider preference.
Enter their first name, last name, date of birth, and phone number.
The request is then sent to your practice for approval — it does not go directly onto the calendar.
Set up your schedule for online booking
Before patients can book online, you'll need to configure which appointment types, providers, and time slots are available.
Follow Appointments > Availability to ensure your provider's schedule/availability is set for the days they're in office on any given week.
Follow Appointments > Settings > Appointment Request Options to choose which appointment types are offered to patients through the public booking link.
Review and approve booking requests
When a patient submits a booking request, it appears in Barti for staff to review. On the Calendar, it will appear with a dotted outline. Under Requests, there will be a red notification badge letting you know how many pending requests need attention.
To approve a request:
Open the pending booking request.
Review and update any of the following if needed:
Appointment type
Date, time, and duration
Confirmation text — toggle whether to send the patient a confirmation message.
Link the request to a patient record:
If the patient's first name, last name, phone number, and date of birth exactly match an existing record, Click Confirm Patient Information.
If there's no match, you can create a new patient record.
Click Approve Request to confirm.
What you'll see when it works
The appointment is added to the calendar and appears on the home screen. The appointment will be a solid color instead of the dotted outline. If you chose to send a confirmation text, the patient receives it immediately.
Troubleshooting
A patient submitted a request but I don't see it in Barti.
There's two places to see a request. On the Calendar, all requests will appear with a dotted outline until approved. Under Appointments > Requests; all pending requests will appear until approved by a member of the staff. Once approved, the request will be removed from this page (as it will now be an official appointment on the calendar!)
The patient's name didn't auto-match — what do I do?
We recommend only confirming patient information if a majority of information matches. If a match isn't found, click 'Cancel' to create a new patient record.
Can I decline or delete a booking request?
Yes! When reviewing a request, you can edit the details of the request (date, time, appointment time, and provider) and you can Reject the request as well. Keep in mind, patients are NOT automatically notified if a request is rejected. We recommend having a message template at the ready to send to patients for rejections.