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Beta Program: Online Booking Navigation

We've refreshed the entire Online Booking & eCommerce web portal! Below you will see updates to the main navigation.

Updated over a week ago

Please note, you can still choose your color theme from Smart Configuration, and your custom subdomain will work without issue on the new interface.

Main Navigation Updates

1. This is the new location selector - it does provide an update of today's hours for convenience in case the patients prefers to call.

2. New header menu offers patients easier navigation options.

3. Existing patients can login via the header login button. Once logged in, they can jump to the Patient Portal via the Patient Portal button.

4. The down arrow allows patients to jump from one clinic location to the next.

5. The accordion icon opens up the navigation menu so patients can jump around within the online booking portal.

6. The practice information that used to be on the left side of the booking portal (description, address, phone, etc) is now located under the About Us section.

Main Booking Updates

There are a few other quick updates made to the booking workflow that aren't included in this article- click HERE to view the new full booking process!

7. New Best Time Indicator: Once they move past inputting their information, they can then choose a time. You will see a new Best Time indicator. If there is an appointment already booked for a provider, Best Time will be denoted for the three appointment times closest to that booking. This cue will hopefully drive patients to book more closely to existing slots on the schedule.
Also, please note the calendar now follows a Sunday-Saturday format.

8. New Referral Source Dropdown: When booking an appointment, the referral sources that are currently listed in your account as active will appear here for patients to select as they complete their booking.

9. After successfully booking their appointment, your patients will now be prompted to complete their paperwork right from the booking interface if they are a logged in, existing patient.

10. If they are a new patient, once they complete their booking, they will see an option to complete their Patient Portal registration.

Recommended Services Enhancement

11. You now have an option to pair recommended services together. If a patient books Service A, you can prompt them with options for Services B & C via the Recommended Services button.

12. Once they click that button, only the recommended services will appear. In the example below, the patient originally booked a B12 shot, and the Beauty IV Drip was listed as a recommended service.

13. Now, both services show up as is the case for any multiple-service bookings.

14. Adding recommended services is not required is done on a service by service basis. To add recommendations, go to Appointments > Smart Configuration > Services. As long as a service is turned on for online booking, you will be able to add your recommended services from the dropdown. Keep in mind, you will only be able to choose from services that are available for online booking and offered in the clinics where the base service is assigned. If you do not choose any recommended services, that box will not appear during booking.

This feature is available for in person and virtual services.

We have several more upgrades coming including multiple provider booking, group booking, amenities lists, and more. We'll continue to roll these features out and provide them first to our beta use

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