Your website and online booking page

Your practice logo and public welcome page are in Settings → Organization (under Practice). Online booking is in Settings → Online Booking (under Scheduling), and the website widgets are in Settings → Website Widgets (under Growth).

Use Settings (1) in the sidebar to open the settings area, then choose Organization (2) to manage your practice branding and public pages.

Changes to the welcome page and booking page save automatically. The logo is the exception: select Save after uploading, replacing or removing it.

How do I add my practice logo?

In the left sidebar, click Settings (at the bottom). In the settings menu, under Practice, click Organization when you want public practice pages to use your branding.

In Logo (1), select Upload logo (2) to add your practice logo.

1. In the left sidebar, click Settings (at the bottom). In the settings menu, under Practice, click Organization.
2. In Logo (1), select Upload logo (2).
3. Choose a PNG, JPEG or WebP image up to 2 MB.
4. Select Save.

Your logo appears on your public practice pages. Use Replace or Remove to change it later, then select Save again.

How do I turn on the welcome page?

In the left sidebar, click Settings (at the bottom). In the settings menu, under Practice, click Organization to publish a public welcome page for your practice. The welcome page introduces your practice before someone books.

Use Show welcome page (1) to publish the page, then fill in Tagline (2) and Specialties (3). Use View landing page (4) to preview what patients will see.

1. In the left sidebar, click Settings (at the bottom). In the settings menu, under Practice, click Organization.
2. Turn on Show welcome page (1).
3. Enter a Tagline that describes your practice for prospective patients.
4. Add Specialties (3) for the areas you practice.
5. In Contact, enter the Contact email patients should use for questions, then select Save changes.
6. Copy the link in Your Welcome Page, or select View landing page (4) to preview it.

The welcome page uses your logo, tagline, specialties, contact email and public clinician profiles. Write the tagline and specialties for someone deciding whether to book with your practice.

How do I turn on online booking?

In the left sidebar, click Settings (at the bottom). In the settings menu, under Scheduling, click Online Booking when you are ready for patients to schedule themselves online. Turning on online booking makes the public booking flow available; services and availability still come from your scheduling setup.

Use Booking page (1) to turn the booking flow on or off, Your booking page (2) to copy the public link, View booking page (3) to preview it, Booking widget (4) to manage the embeddable widget, and Online bookings (5) to manage tags for visits booked online.

1. In the left sidebar, click Settings (at the bottom). In the settings menu, under Scheduling, click Online Booking.
2. Turn on Booking page (1).
3. Copy the link in Your booking page (2) when you are ready to share it.
4. Select View booking page (3) to preview the live booking flow.
5. Use the Booking widget section (4) when you want to enable the embeddable widget independently.
6. Use Online bookings (5) to manage tags for visits booked online before you select Save changes.

After booking is on, patients can choose what to book, pick a clinician and time, and confirm the visit. See Setting up services and packages for service visibility, pricing, packages and booking rules.

What do patients see on the booking page?

The public booking page controlled from Settings → Online Booking (in the left sidebar, click Settings at the bottom; in the settings menu, under Scheduling, click Online Booking) uses the services, packages, screening, membership and payment settings you manage elsewhere.

Use Booking progress (1) to follow the booking steps, Visits (2), Packages (3) and Your booking (5) to choose what to book, and Your booking (5) to review the running summary.

Patients move through these steps:

1. Service: they choose a single visit or, if you offer them online, a package or membership. Only services shown on the booking page appear as standalone choices. Hidden services are available only through packages that include them. Packages appear above single visits. Memberships appear when a signed-in patient has bookable plans, and a member sees their membership first. Items that require payment show Pay when booking when card payments are available. Service cards also show meeting-mode metadata such as In person or Video call when a service is offered both ways.
2. Questions: if the selected service has booking screening, they answer the questions before the calendar opens.
3. Date & time: they choose a clinician, then a date and time.
4. Details: signed-in patients who have not finished setup see this step between Date & time and review. It collects the patient setup the practice still needs before the booking can continue.
5. Review and book: they review the service or package, clinician, date, time and price. If the service can be met both ways, they also choose In person or Video call in the How you'd like to meet section. Long descriptions can be expanded in place. If a cancellation policy exists, it appears here too, and reschedule policy text appears too when one exists. If they are not signed in, they sign up to book at this step.

If payment is required, checkout runs on Stripe and card details do not reach the practice. For visit payments, the selected time is held for 30 minutes while payment is completed. Once the visit is booked, the patient receives the details by email.

Patients do not choose a location on the booking page.

What controls which times appear online?

Online booking is switched on in Settings → Online Booking (in the left sidebar, click Settings at the bottom; in the settings menu, under Scheduling, click Online Booking), but available times come from your scheduling setup.

Use Booking page (1) to turn booking on or off, Your booking page link (2) to copy the public URL, Link to one choice (3) to open a booking link for one clinician, and Enable the booking widget (4) to control the embeddable widget.

• Services decide what can be booked, whether it appears online as a standalone choice, its duration, price, payment requirement, screening and booking rules. Services hidden from the booking page are only available through packages that include them. See Setting up services and packages.
• Clinician availability decides which dates and times can be offered. A time must fit the clinician’s availability and the service’s booking rules. See Setting up your calendar and availability.
• Clinician profiles supply names, photos, credentials, specialty and bio on booking pages.

If a time is missing, check the service’s booking rules and the clinician’s availability first. Settings → Online Booking only turns the public booking page on or off.

How does clinician-specific booking work?

A clinician-specific booking link keeps the clinician fixed for the whole booking flow. Use it when you want someone to book with one clinician only.

Use Booking page (1) to see the booking flow switch, and Link to one choice (2) to choose the one-clinician link.

Patients who use that link choose from services that clinician can take. Only services shown on the booking page appear as standalone choices. Services hidden from the booking page are available only through packages that include them. If there is only one service in that clinician's booking list, the service step is skipped and the patient goes straight to choosing a time.

What can't I do here?

On the booking page in Settings → Online Booking, access and booking are limited in these ways:

• Staff and clinicians cannot manage website and booking settings from Settings.
• Turning on online booking does not create services, packages or availability. Set those up separately before sharing the link.
• Practice members signed in on the public booking page cannot confirm a booking there. Book visits for patients from the dashboard instead.
• When online booking is off, visitors to the booking link are redirected to the welcome page if it is on, or to sign up if it is not.
• The booking widget can be enabled on its own, and visit tags are managed in the Online bookings section.
• The booking widget settings include prefill guidance for embedded booking and website forms, and host-page prefill can fill the email field and new-patient setup during booking.

Common questions

Where do I copy my booking link?

Use Your booking page in Booking page on the booking page in Settings. Use View booking page to check the live page before sharing it.

What happens if I turn off booking pages?

Visitors cannot use the booking flow. If your welcome page is on, visitors are sent there; otherwise they are sent to sign up.

Can patients buy packages online?

Yes, if packages are published for online booking. Packages appear above single visits on the booking page.

How do payments work for online booking?

If a service or package requires payment and booking payments are available, patients pay through Stripe before the booking is confirmed. Card details do not reach the practice.

Where do I set up the website chat widget?

Use the Website Widget page in Settings. See Chatting with website visitors.

Why would a patient see a Details step?

Signed-in patients who have not finished setup see Details between Date & time and Review and book. They complete the remaining setup before the booking can go through.

How do patients choose between in person and video?

If a service is offered both ways, the review step shows How you'd like to meet. Patients pick In person or Video call there before they confirm.