Practice operations
These guides help you turn your organization’s setup into a clear booking experience for your team and clients. You can take this one piece at a time—each step builds on the last.
- Create and publish services
- Invite your team
- Set qualifications
- Set provider availability
- Share your public booking page
- Manage bookings and the patient portal
- Connect a REDCap project
If you are setting up online booking for the first time, begin with services, then qualifications and availability. That sequence helps ensure clients see the right appointments at the right times.