Configure Your Online Booking Page, Calendars, and Sessions

Online Booking makes it easy for clients to view available appointments and book online. This article walks you through how to configure your calendars and Sessions, add provider information, customize your booking page, publish it, and share your Online Booking link with clients.

Important: Clients can only book calendars and Sessions that are enabled for online booking. Publishing your booking page does not make all appointments available online, so be sure to set up both.

Enable a Calendar for Online Booking

Before clients can book with a provider online, the provider’s calendar must be enabled for online booking.

1. Go to Calendar.
2. Click Settings.
3. Select the calendar you want to configure.
4. Turn on Enable for online booking.

Once enabled, the calendar can be used for online booking, as long as there are also Sessions available for clients to book.

Add Provider Information

Help clients understand who they are booking with and what services are available.

Update the Calendar Description

1. Go to Calendar.
2. Click Settings.
3. Select the calendar you want to update.
4. Click the tree dots next to the provider’s name and select Edit
5. Update the Calendar description.
6. Click Save.

Use the description to give a short overview of the provider’s practice, areas of treatment, or anything else clients may find helpful before they book.

Add, Update, or Remove the Provider Avatar

A provider avatar makes your Online Booking page more personal. If no image is uploaded, CaseRM shows the provider’s initials.

Add or Update the Provider Avatar

You can add a provider avatar to make the Online Booking page more personal.

1. Click the avatar showing the provider’s initials.
2. Upload an image.
3. Click Done to save your changes.

Remove the Provider Avatar

If you no longer want to show an uploaded image, you can remove it. The avatar returns to the default, which displays the provider’s initials.

1. Click the provider’s avatar.
2. Click Reset to default.
3. Click Remove to save your changes.

Enable a Session for Online Booking

After enabling the calendar, make sure the Sessions you want clients to book are also configured for online booking.

1. Go to Calendar.
2. Click Settings.
3. Select Sessions.
4. Choose the Session you want to configure.
5. Click Edit.
6. Review and update the Session settings and overview information.
7. Click Save.

Tip: Review the Session name, description, and other details before you publish. This is the information clients may see when choosing a Session.

Customize Your Online Booking Page

Your Online Booking page shows clients where to book and gives them information about your clinic. Depending on your setup, you can add or update:

• Welcome text: A message clients see when they open the booking page.
• Colors: Match the page to your organization’s branding.
• Logo and clinic details: Your organization’s logo and information.
• Address and location: Your location details.

Tip: If you don’t want to show your address on your website, you can hide the location address.

To customize your booking page:

1. Go to the Admin Panel.
2. Select the location you want to configure.
3. Click Booking Page.
4. Update the welcome text, colors, and logo information.

Publish Your Online Booking Page

Once your calendars, Sessions, and booking page information are set up, you can publish the page.

1. Go to the Admin Panel.
2. Select the Location you want to publish the booking page for.
3. Turn on the Active toggle.
4. Save your changes.

After you publish the page, CaseRM generates an Online Booking link that you can share with clients.

Tip: You can customize the page’s web address (URL) to make the link easier to share.

Find and Copy Your Booking Link

1. Open the Admin Panel.
2. Select Locations.
3. Select the location whose booking link you want to share.
4. Click Booking Page.
5. Locate the Page URL section.
6. Click Copy Page Address.

CaseRM displays a confirmation message once the link has been copied.

Share Your Booking Link

Before sharing, paste the link into your browser’s address bar and open it to check that the booking page shows the correct information. You can then paste the link into your clinic’s website, emails to clients, or appointment reminders.

Tip: Add your Online Booking link to your clinic’s website, email signature, or appointment reminders so clients can easily find it.

All done! Your clients can now start booking online.