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Online Scheduling - Setting up
Online Scheduling - Setting up

This article explains how to customize your online booking widget

Radhika Khadria avatar
Written by Radhika Khadria
Updated over a week ago

Online Scheduling is a powerful tool that allows your patients to request appointments at their convenience.

To start using this feature, you will need the following information for each practitioner that you'd want your patients to be able to book appointments with

Setup to be completed in your Practice management software -

  • Practitioner profile - Name, Practitioner type, etc.

  • Practitioner Chair assignment

  • Practitioner’s Schedule (Daily schedule + Holiday Schedule)

To be setup in CareCru

  • Reason for booking - Name, Duration, Description

  • Practitioners performing each reason

  • Chair Assignment (if sync is not supported)

Below is a step-by-step guide on setting up each aspect of the online scheduler.

Step 1

Setting Up Reasons for Online Booking

1.Add, Edit, or Delete reason/s

2.Change the Name/ Description

Step 2

Setting Up Providers for Online booking

1.Assigning Practitioners

2.Unassigning Practitioners

3.Setup temporary practitioner

4.Assign Chairs

Step 3

Customize Widget Setup

1.Customize color & Label

Step 4

PMS set up

1.Provider Schedule & Office hours - PMS specific

Step 5

Test complete Setup

1.How to test the online booking widget prior to going LIVE

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