The booking interface has been updated to make it easier for patients to navigate with less required steps upfront and easier navigation

1. Step one is the same: patient will select In Person or Virtual

2. Now patients can click through the first few steps before putting in any of their personal details. First, they will choose the category of service.

3. Once inside the category, the service cards have added functionality. They now include appointment length details, and for those with a deposit, you will see a dollar amount.

4. Patients can select their service, and continue to the next step.

5. Now the cancellation policy is displayed once a service is selected. Patients can add additional services from this menu. In a subsequent step, we'll review the new Recommended Services option. As the service list grows, the top line will keep a running total of appointment time and deposit amount.

6. If the patient chooses to add additional services, they click that box.

7. They are directed back to the category picker.

8. In this example, the service card shows both the deposit and the total time.

9. If a deposit is required, there will be a popup notifying the patient so they can acknowledge it.

10. The Service Options section will update with the new total time addition and deposit.

11. Once all services are selected, the patient will move on to Provider Selection.

12. Once they are in the Provider Selection menu, they will choose a provider and move on to selecting a time.

13. The patient is prompted to put in some information at this point so that you may capture it in the Leads Tab. They only need to input their name, phone number and email. If they make it to this step, you will see this information in the Leads Tab along with the service(s) they selected. We are required to include the consent information in order for you to compliantly send SMS and email from the information you collect on this page.

14. We still require new patients to verify their phone number to complete a booking. Why? We want to make sure bots don't fill your calendar and prevent legitimate patients from booking; we want to make sure your booking and reminder communications are received which requires a verified number; and, in case they don't book, you need a real number to reach out and encourage the lead to finalize their appointment. In the new Online Booking interface, however, we've made the verification process much easier! Now it's a single screen with clear directions eliminating any confusion about inputting their OTP.

15. If they are an existing patient who has not yet logged in, they can click Existing Patient instead. Here they will use their Patient Portal login information. In this situation, they will not be required to provide an OTP since they are logging in.

16. If the patient has forgotten their password, they can click Forgot Password to begin the reset process.

17. 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.

18. Once they've selected their time, they will finish inputting their information- DOB if required, notes, and a consent to SMS & email.

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

20. The last step (if the Cancellation Policy is toggled on for your account) is to input a credit card. If a deposit is due, it will also appear here.

21. Success! Now their booking is confirmed.

22. If they are a logged in, existing patient, they will see an option to complete their paperwork right from the booking interface.

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

24. 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.

25. 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.

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

27. 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.
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This feature is available for in person and virtual services.