Clinic Scheduling Software: Managing Appointments & Online Booking in Embodia

Setting up your clinic

• Setting up your services
• Setting up your statuses
• Using patient properties
• Video tutorial: A Guided Tour of Embodia
• Practitioner permission to view and manage colleagues' schedule
• General scheduling settings

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Setting up practitioner schedules

• Setting up practitioner availability and schedule in Embodia
• Your online booking profile
• Connecting to Google Calendar
• Country restrictions for online booking
• Video tutorial: Onboarding checklist

Setting up online booking

• Setting up online appointment booking
• Online booking settings
• Overriding the default call to action
• Editing your clinic portal homepage

Managing consults and the calendar

• Using Clinical Cases for patient scheduling
• Scheduling a consult not part of a clinical case
• Using the calendar view
• Cancelling a consult
• Multi-practitioner consults
• Changing the consult practitioner

Classes

• Enabling and setting up classes on Embodia
• Scheduling a class
• How patients book and join classes
• Scheduling recurring classes
• Cancelling a class

Multi-location clinics

• Multi-location

Advanced Scheduling Features

• Using the waitlist on Embodia
• Enable the waitlist feature in online booking

Notifications and Reminders

• Enabling and setting up SMS appointment reminders
• Adding a mobile number to a patient's profile
• Viewing the SMS notifications sent to a patient