What this tab controls
Above the tabs sit Preview, Save Changes and Publish / Unpublish, a Booking Page URL card with Copy and Open, and a Live or Draft badge.The Settings tab
With Require Upfront Payment on, patients pay the full fee when booking. There is no deposit setting here: to take a deposit instead, or to charge for late cancellations and missed visits, set it on each service — see Deposits and cancellation fees.
Booking policy
The Booking policy card holds your cancellation and deposit policy in your own words. Patients read it, with each service’s rules, and tick I have read and agree to this booking policy before they book a service that takes a deposit, is paid in full when booking, or has a cancellation or missed appointment fee. Select Save policy to save it — separately from Save Changes — and each change starts a new version. Only the owner or a manager can change it.Set it up
1
Design the page
On Design, pick a template and set the four colours — or take a Quick Preset — then a Font Family. Set the Page Slug, which becomes the page’s public address.
2
Write the content
On Content, say who the page is for and what happens after a booking. Keep it short; a booking page is read standing up.
3
Choose the services
On Services, search your catalogue and add the ones patients may book themselves. The badge shows how many are on the page, and Services on Your Booking Page lists them — “These services will be displayed on your public booking page.” Flag one as Featured if it should lead. To let a patient book more than one service in the same appointment, turn on Clients can book several services in one visit in the Several services in one visit card at the top and choose Most services in one booking; it saves straight away.
4
Set the questions
On Forms, decide what a patient must answer while booking. Ask for what the clinic genuinely needs at the desk and no more.
5
Turn booking on and set the window
On Settings, switch Allow Online Booking on, confirm the Clinic Timezone, and set Advance Booking Days to how far ahead you want the diary opened.
6
Decide about money
Turn on Accept Payments only if you want to collect at booking. Then choose Payment Methods, and use Require Upfront Payment to take the full fee at booking. For a deposit rather than the full fee, set it on the service and write your Booking policy.
7
Decide about a card on file
In Card on file, choose Optional or Required if the hospital keeps a card for patients who book online. The card goes on the patient’s record, where Edit client and Auto Pay use it; nobody is charged when it is saved. It is saved only for a new patient or one who confirmed their email with a code — never onto an existing record matched by a typed email alone.
8
Save, then Publish
Select Save Changes — “Your booking page has been successfully updated” — then Publish. The badge flips from Draft to Live.
What changes once you save
Saving and publishing are two different actions, and both are needed.- Save Changes stores the design and settings. Until you save, the amber banner reads “You have unsaved changes. Don’t forget to save your work!” and the public page still shows the old version.
- Publish puts the page online: “Your booking page is now live and accessible to patients.” Unpublish takes it offline again — “Your booking page has been taken offline.”
Check it worked
Select Open on the URL card and view the page in a private browser window. You should see your branding, your services, and — critically — real times to choose from. Book one test appointment through to the end: it should appear on the hospital calendar with the answers the patient gave, and your Booking Confirmation Message should be what they saw.Common issues
The page is published but shows no available times
The page is published but shows no available times
The page is not the problem. Availability comes from Booking settings — check there is a schedule covering those days and that the provider or venue matches.
The page is published but nothing can be booked
The page is published but nothing can be booked
Check both conditions: Allow Online Booking on the Settings tab, and at least one service showing under Services on Your Booking Page.
My changes are not on the live page
My changes are not on the live page
You published without saving, or saved after publishing and stopped. Select Save Changes whenever the amber unsaved-changes banner is showing.
Stripe not connected under Payment Provider
Stripe not connected under Payment Provider
“You need to connect a Stripe account to collect upfront payments for your current currency.” Finish it in Online payments, then come back and pick the provider.
A new service is not on the page
A new service is not on the page
Being active in the catalogue only makes it bookable internally. Add it here on the Services tab as well.
Times are an hour out
Times are an hour out
Clinic Timezone on the Settings tab is wrong. Every offered time is calculated from it.