Steps to Configure Online Booking in Noterro Web Portal

Configuration for Online Booking in the Web Portal

You can choose whether to enable or disable online booking for your Patients/Clients. You can also indicate whether you allow new Patients/Clients.

1. Click on the Gear icon in the top right header.
2. Select Web Portal & App from the dropdown menu.
3. Turn Online Booking on or off under Features

You can also adjust additional online booking settings:

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.