Skip to main content

Appointments settings

The "Appointments" section in the panel admin controls platform-level settings related to the scheduling component.

General settings

  • Allow access for authenticated users only
  • Enable sponsored profiles
  • Turn on marketplace mode

Search specialists

Homepage

  • Default
  • Personalized

Note: if "Personalized" is chosen, option "Allow access for authenticated users only" mentioned above must be selected as well.

Flows

  • Search specialists
  • Search clinics
  • Search by specialty
  • Search by city
  • Personalized search

Search by symptoms

Map

Search results

  • X per page
  • Modify specialist's search filters in Advanced mode
  • Modify clinic's search filters in Advanced mode

Booking appointment

Allowed appointment types

  • All appointment types

  • Video appointments only

  • Earliest and latest available appointment times - hours/days [Provides define the earliest and latest available appointment times, specifying these in hours or days]

  • Payment due within X mins [Patient can pay during this time after the end of booking process]

  • Appointments limit per patient - X pThe maximum number of active appointments allowed for a single patient]

  • Cancellation limit - X hours

Modify booking steps in Advanced mode

Please note that:

  • Calendar, followups and payment steps are added automatically when needed.
  • Followups order can be customised, calendar and payment always come first/last
  • Reason needs to be set before payment (same step possible)
  • Insurance details are part of the payment
  • Patient block should always be in a step with required login

Default configuration

{
"steps": [
{
"step": "details",
"title": "Appointment Details",
"titleShort": "Details",
"form": [
{
"type": "reason"
},
{
"type": "payment"
},
{
"type": "new"
},
{
"type": "waitinglist"
}
]
},
{
"step": "patient",
"title": "Patient Details",
"titleShort": "Patient",
"form": [
{
"type": "patient"
},
{
"type": "textarea",
"label": "Appointment notes",
"placeholder": "Write a note to the :provider, if needed...",
"name": "notes",
"save": "details.notes",
"maxlength": 300
},
{
"type": "integration"
},
{
"type": "guide",
"alert": "note",
"title": "Appointment guide",
"iconTitle": "file-alt"
}
],
"requireLogin": true
},
{
"step": "followups",
"title": "Follow-up appointments",
"titleShort": "Follow-ups",
"requireLogin": true,
"form": [
{
"type": "followups"
}
]
}
]
}

Supported form types

{ type: "reason" }
{ type: "payment" }
{ type: "new" }
{ type: "guide" }
{ type: "patient" }
{ type: "integration" }

{
type: "html",
html: "",
}
{
type: "alert",
alert: "warning",
icon: "",
title: "",
text: "",
}
{
type: "text",
label: "",
placeholder: "",
name: "",
value: "",
save: "meta."
required: true|false,
minLength: 1,
maxLength: 1,
}
{
type: "multiselect",
label: "",
placeholder: "",
name: "",
selected: "",
withCustom: true|false,
valueCustom: "",
required: true|false,
}
{
type: "number",
label: "",
placeholder: "",
name: "",
value: "",
required: true|false,
min: 1,
max: 1,
step: 1
}
{
type: "date",
label: "",
name: "",
value: "",
minDate: "Y-m-d",
maxDate: "Y-m-d",
required: true|false,
}
{
type: "textarea",
label: "",
name: "",
value: "",
required: true|false,
}
{
type: "select",
label: "",
name: "",
value: "",
required: true|false,
options: [
{ label: "", value: "" }
{ label: "", value: "" }
]
}
{
type: "choice",
label: "",
name: "",
required: true|false,
options: [
{ label: "", value: "" }
{ label: "", value: "" }
]
}

Vouchers

Turn on voucher credits [Allow voucher credits as a payment method for online consultations. Each consultation may require a variable number of vouchers, depending on its duration or complexity.]

Reminders

  • Send reminder for upcoming appointment - X days
  • Send reminder for review after appointment- X days
  • Send reminders at intervals of... - X mins

Reviews

  • Enable patient to rate specialist after appointment
  • Timeframe during which a review can be submitted - X days

Specialists

  • Booking on behalf of patients [Allow specialists to schedule appointments on behalf of patients]
  • Practices limit per specialist - X
  • Clinics limit per parent clinic - X
  • Middle name [Show specialist's middle name]

National health provider

  • Enable the national health provider
  • Name
  • Slug

Localizations

  • Date format - m/d/Y
  • Time format - H:i
  • Enable timezones

Routes

Specialist

www.APP-URL.com/doctor

Specialists

www.APP-URL.com/doctors

Clinic

www.APP-URL.com/clinic

Clinics

www.APP-URL.com/clinics

City

www.APP-URL.com/city

Specialty

www.APP-URL.com/specialty

Name and description

  • Booking app name
  • Booking app description
  • Telehealth app name

Contacts

  • Email
  • Phone