Configure patient self-booking
Decide what visit types patients can self-book, with what guardrails.
- Updated
- Updated
- Reading time
- 4 min read
- Tags
- bookingself-service
Self-booking saves your front desk hours per week. You stay in control: visit-type opt-in, lead-time guardrails, optional approval.
Enable per visit type
30-min follow-up · Dr. Patel
TelehealthTue · Apr 23
Aetna PPO accepted
Greyed slots are full or held for follow-ups only. The chosen slot highlights in primary.
Establishment → Visit templates → toggle Patient self-bookable. By default new templates are off — visit types stay private until you opt them in. Patients see only the templates you allow, presented exactly as the booking screen here.
Guardrails
Set minimum lead time (e.g. 24 hours), maximum lead time (e.g. 60 days), and require manual approval if you want a human eye on it. New patients can be limited to intake visits only.