The Online Booking Form is the last step a patient encounters in the Online Booking flow. Here, they enter their demographic information to match the appointment with an existing profile in your health record system, or create a new one.
To customize your Online Booking Form:
Navigate to the gear icon and choose Settings.
Select Online Booking form from the left side menu.
Fields within the gray background are required to match patients to their profile, and cannot be changed. The blue dot beside a field indicates that patients will be required to submit that information to book an appointment.
Optionally, you can also select Customize Form at the bottom of the page to add additional fields.
5. Click +Add Field to expand the list of field options, including text boxes to provide additional information, notes, checkboxes, drop down lists, date selections, numbers and even Payments to collect credit card information.
6. Make a field required by switching on the toggle.
7. If your online booking experience also asks if patients are New or Existing, the option to hide the question for existing patients will appear. (If this does not appear, this is not enabled. Contact our Support team to enable this feature.)
8. Drag and drop fields to reorder them using the grab bars (six dots) on the left.