Configuring Online Booking

Additional Configuration for Online Booking in the Web Portal

  1. Click on the Gear icon in the top right header.
  2. Select Web Portal & App from the dropdown menu.
  3. Scroll to the Online Booking section.

Online Booking Increments

Online Booking Increments allow you to define the time intervals at which appointments can be booked through the Web Portal & App. This helps in managing your schedule effectively. We recommend you use the most popular service duration + recovery or the shortest service duration + recovery time. For example, you would set the online booking increment to 75 minutes for a 60-minute treatment + 15-minute recovery time. To set up Online Booking Increments, follow these steps:

  1. Click on the Dropdown menu.
  2. Select the desired Increment.
  3. Click Save at the bottom of the page.

Online Booking Agreement Policy

You can set up an Online Booking Agreement Policy to ensure patients/clients acknowledge and agree to specific terms and conditions before booking appointments through the Web Portal & App. You will need to create an Agreement first, and it cannot require a signature to be eligible as an online booking agreement.

  1. Click on the Dropdown menu.
  2. Select the desired Agreement.
  3. Click Save at the bottom of the page.

Online Booking Payment Policy

You can set up an Online Booking Payment Policy if you require upfront payment for appointments booked through the Web Portal & App. You are required to be connected to Square or Bambora/Worldline payment processor in Noterro. There are four payment options. No credit card is required to book an appointment. A credit is required to book an appointment. A deposit is required to book an appointment. Full payment is required to book an appointment. This ensures patients/clients know the payment terms before confirming their appointments. To configure the Online Booking Payment Policy, follow these steps:

  1. Click on the Dropdown menu.
  2. Select a Default Payment Policy.
  3. Click Save at the bottom of the page.

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 Patient User Accounts

Managing Resources in the Web Portal

Additional Configuration for Online Booking in the Web Portal

  1. Click on the Gear icon in the top right header.
  2. Select Web Portal & App from the dropdown menu.
  3. Scroll to the Online Booking section.

Online Booking Increments

Online Booking Increments allow you to define the time intervals at which appointments can be booked through the Web Portal & App. This helps in managing your schedule effectively. We recommend you use the most popular service duration + recovery or the shortest service duration + recovery time. For example, you would set the online booking increment to 75 minutes for a 60-minute treatment + 15-minute recovery time. To set up Online Booking Increments, follow these steps:

  1. Click on the Dropdown menu.
  2. Select the desired Increment.
  3. Click Save at the bottom of the page.

Online Booking Agreement Policy

You can set up an Online Booking Agreement Policy to ensure patients/clients acknowledge and agree to specific terms and conditions before booking appointments through the Web Portal & App. You will need to create an Agreement first, and it cannot require a signature to be eligible as an online booking agreement.

  1. Click on the Dropdown menu.
  2. Select the desired Agreement.
  3. Click Save at the bottom of the page.

Online Booking Payment Policy

You can set up an Online Booking Payment Policy if you require upfront payment for appointments booked through the Web Portal & App. You are required to be connected to Square or Bambora/Worldline payment processor in Noterro. There are four payment options. No credit card is required to book an appointment. A credit is required to book an appointment. A deposit is required to book an appointment. Full payment is required to book an appointment. This ensures patients/clients know the payment terms before confirming their appointments. To configure the Online Booking Payment Policy, follow these steps:

  1. Click on the Dropdown menu.
  2. Select a Default Payment Policy.
  3. Click Save at the bottom of the page.

Additional Configuration for Online Booking in the Web Portal

  1. Click on the Gear icon in the top right header.
  2. Select Web Portal & App from the dropdown menu.
  3. Scroll to the Online Booking section.

Online Booking Increments

Online Booking Increments allow you to define the time intervals at which appointments can be booked through the Web Portal & App. This helps in managing your schedule effectively. We recommend you use the most popular service duration + recovery or the shortest service duration + recovery time. For example, you would set the online booking increment to 75 minutes for a 60-minute treatment + 15-minute recovery time. To set up Online Booking Increments, follow these steps:

  1. Click on the Dropdown menu.
  2. Select the desired Increment.
  3. Click Save at the bottom of the page.

Online Booking Agreement Policy

You can set up an Online Booking Agreement Policy to ensure patients/clients acknowledge and agree to specific terms and conditions before booking appointments through the Web Portal & App. You will need to create an Agreement first, and it cannot require a signature to be eligible as an online booking agreement.

  1. Click on the Dropdown menu.
  2. Select the desired Agreement.
  3. Click Save at the bottom of the page.

Online Booking Payment Policy

You can set up an Online Booking Payment Policy if you require upfront payment for appointments booked through the Web Portal & App. You are required to be connected to Square or Bambora/Worldline payment processor in Noterro. There are four payment options. No credit card is required to book an appointment. A credit is required to book an appointment. A deposit is required to book an appointment. Full payment is required to book an appointment. This ensures patients/clients know the payment terms before confirming their appointments. To configure the Online Booking Payment Policy, follow these steps:

  1. Click on the Dropdown menu.
  2. Select a Default Payment Policy.
  3. Click Save at the bottom of the page.

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 Patient User Accounts

Managing Resources in the Web Portal

Get started with
Noterro today!

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

Get started with
Noterro today!

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