Create a patch test service
First, within Settings > My Business, click [+ Add Another Service]
for a therapist and create a bookable patch test like so:
Make sure to add this to every therapist's service list if they offer a treatment that requires a patch test.
Set up the patch test
To get started, head to Settings > Patch Tests.
Note: If you are on a Nearcut system, please contact us to enable the feature.
Click [+ Setup a Patch Test]
:
Patch test service: Set this to the patch test service you just created.
Minimum hours before treatment: The minimum time needed between the patch test and treatment to ensure no adverse reaction.
Another patch test is required after: After this length of time, the customer would need to book another patch test.
Choose how to enforce patch tests when customers book
Internal: The feature can be used internally by staff, but customers will not be prompted for a patch test when booking.
Optional: The customer will be prompted to book a patch test which they can skip if they have already had one recently:
Required: The
[Skip]
option above is removed so the customer must book a patch test first.
Customer notice during booking: This message will be shown above the
[Book Now]
button in the above image when the customer is prompted for a patch test. We advise including for example:Why a patch test is needed.
How long before the appointment it needs to be.
When it expires and needs redoing.
If the enforcement setting is
Optional
, a disclaimer like:'If you skip this step, you must have had a patch test in the last 12 weeks.'
Select which services require this patch test: Ticked services will prompt a patch test.
How it works
If the enforcement setting is
Optional
orRequired
, customers will be prompted to book a patch test first when selecting one of the ticked services.
The system will ensure that the patch test is booked far enough before the treatment in accordance with the Minimum hours before treatment setting.
Once the customer has had a patch test, they will not be prompted to book another one until the Another patch test is required after period has elapsed.