Configuring Portal User Accounts

You can control whether you want to accept new Patients or not. If you accept new Patients, you can choose which fields are required or optional for them to complete during the sign-up process.

Navigating to Portal Accounts

  1. Click on the Gear icon (top right header).
  2. Select Web Portal & App.
  3. Scroll to the Portal Accounts section.

New Patient Portal Accounts

Portal User Accounts are required to book online. Here, you can set whether or not you want new Patients to be able to create accounts.

  1. If Allow New Patients is checked, then new Patients can create accounts.
  2. If Allow New Patients is unchecked, then new Patients cannot create accounts, and you can specify an appropriate message they will get if they attempt to book without an account.

User Form Options

If you allow new Patients, you can select the fields displayed when someone creates a user account for online booking. A User Account is required for online booking.

  1. Check the desired Fields (Pronouns, Date of Birth, Address, Mobile Number, Source of Referral).
  2. Checking Visible: this field will be shown to your Patients but they do not need to fill out this information as it is not required.
  3. Checking Required: this field requires the Patient to fill out the necessary information to be able to make a profile.
  4. Click Save at the bottom of the page.

Important Note: First Name, Last Name and Email are locked and required to be filled out by every Patient who is making an account.

Customizing the No Bookable Time Message

Restricting or Allowing Services to be Booked Through Booking Labels

Configuring Google Analytics for Web Portal Traffic Analysis

How to Find Your Public Links in Noterro

Navigating Public Links for the Web Portal

Connecting Noterro with my Website

Managing the Clinic's Web Portal Address

Enabling the Web Portal & App

Enabling Web Portal Features

Configuring Your Clinic Branded App

Selecting the Colour for the Web App

Configuring the Info Section in the Web Portal

Configuring Online Booking

Managing Resources in the Web Portal

You can control whether you want to accept new Patients or not. If you accept new Patients, you can choose which fields are required or optional for them to complete during the sign-up process.

Navigating to Portal Accounts

  1. Click on the Gear icon (top right header).
  2. Select Web Portal & App.
  3. Scroll to the Portal Accounts section.

New Patient Portal Accounts

Portal User Accounts are required to book online. Here, you can set whether or not you want new Patients to be able to create accounts.

  1. If Allow New Patients is checked, then new Patients can create accounts.
  2. If Allow New Patients is unchecked, then new Patients cannot create accounts, and you can specify an appropriate message they will get if they attempt to book without an account.

User Form Options

If you allow new Patients, you can select the fields displayed when someone creates a user account for online booking. A User Account is required for online booking.

  1. Check the desired Fields (Pronouns, Date of Birth, Address, Mobile Number, Source of Referral).
  2. Checking Visible: this field will be shown to your Patients but they do not need to fill out this information as it is not required.
  3. Checking Required: this field requires the Patient to fill out the necessary information to be able to make a profile.
  4. Click Save at the bottom of the page.

Important Note: First Name, Last Name and Email are locked and required to be filled out by every Patient who is making an account.

You can control whether you want to accept new Patients or not. If you accept new Patients, you can choose which fields are required or optional for them to complete during the sign-up process.

Navigating to Portal Accounts

  1. Click on the Gear icon (top right header).
  2. Select Web Portal & App.
  3. Scroll to the Portal Accounts section.

New Patient Portal Accounts

Portal User Accounts are required to book online. Here, you can set whether or not you want new Patients to be able to create accounts.

  1. If Allow New Patients is checked, then new Patients can create accounts.
  2. If Allow New Patients is unchecked, then new Patients cannot create accounts, and you can specify an appropriate message they will get if they attempt to book without an account.

User Form Options

If you allow new Patients, you can select the fields displayed when someone creates a user account for online booking. A User Account is required for online booking.

  1. Check the desired Fields (Pronouns, Date of Birth, Address, Mobile Number, Source of Referral).
  2. Checking Visible: this field will be shown to your Patients but they do not need to fill out this information as it is not required.
  3. Checking Required: this field requires the Patient to fill out the necessary information to be able to make a profile.
  4. Click Save at the bottom of the page.

Important Note: First Name, Last Name and Email are locked and required to be filled out by every Patient who is making an account.

Customizing the No Bookable Time Message

Restricting or Allowing Services to be Booked Through Booking Labels

Configuring Google Analytics for Web Portal Traffic Analysis

How to Find Your Public Links in Noterro

Navigating Public Links for the Web Portal

Connecting Noterro with my Website

Managing the Clinic's Web Portal Address

Enabling the Web Portal & App

Enabling Web Portal Features

Configuring Your Clinic Branded App

Selecting the Colour for the Web App

Configuring the Info Section in the Web Portal

Configuring Online Booking

Managing Resources in the Web Portal

calendar date picker

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice