How to manage your Scheduling settings as Medspa Admin

Under the Scheduling tab, there are four different sub-tabs available.

Locations

This is where you can manage all of your Medspa locations, and which providers are available in each of them. You must first create your locations in order to enable the rest of the scheduling configurations. 

Click "Set up Location" to create a new location. you will see a side menu on the right where you can input the information for each location

Fill in the information required and choose which provider is available at the new location you're setting up

Make sure to set the location as "active", and once done, click "Save".

Make sure the toggle "Active for scheduling" is on, so that the provider is available to be selected by patients in your booking page

Provider configuration tab

This is where you can manage your working locations, make them active for scheduling, and also turn On / Off the appointment reminders for patients

Apppointment types:

Click on "New appointment types" to create them, these are what patients will see on your booking page as service options offered by you. You can set the name of the appointment type, the duration, on which locations it should be available and which providers offer it. You must also select which service groups apply for a specific appointment type (example: Neurotoxins if a patient is looking for getting Botox). The service group is the internal category for charting and the appointment type the external option patient facing, for booking.

You can also set which Care instructions should apply and the status of the appointment (if inactive, it won't show on your booking page for patients, it will only allow you to book it internally).

Then click on "Save changes". 

For a more detailed article on how to start using your calendar and booking appointments, please check this article


For details on how to use the calendar, please check this article.