Adjusting Practitioner Online Booking Settings

The Administrator can associate Practitioners with services and set online scheduling limits, including cancellations, minimum and maximum lead times, and maximum daily workloads. The practitioner can also set online scheduling limits, including cancellations, minimum and maximum lead times, and their maximum daily workload, and apply cluster booking.

Definitions

Cancellation
When allowing patients to cancel their appointments, you must set a minimum notice, usually measured in hours. Patients cannot book or cancel within this window.

Cluster Booking
Cluster Booking in Noterro helps practitioners avoid gaps in their schedule by requiring patients to book appointments directly before or after existing ones. With this feature enabled, the practitioner’s full day is initially available for booking. Once the first appointment is scheduled, any additional appointments must be placed immediately before or after, creating clusters of consecutive bookings. This keeps schedules streamlined, optimizes time, and supports more efficient use of working hours.

Daily Limits
Daily limits help control online booking volume. You can set:

• A maximum number of appointments per day
• A maximum number of hours per day

If both are set, the first limit reached will prevent additional online bookings.

Adjusting Practitioner Online Booking Settings as the Admin

1. Click on the Gear icon (top-right header).
2. Click on Base Setup.
3. Click on Practitioners.
4. Click on the Practitioner's Name.
5. Scroll down to Calendar & Online Booking.
6. Adjust the Scheduling Options: Allow Cancellation, Cluster Bookings, Minimum Notice, Rolling Availability and Daily Limits.
7. Click Save.

Adjusting Online Booking Settings as a Practitioner

1. Click either your Photo or Initials (top-right header).
2. Click on Calendar.
3. Click Scheduling Limits or Cancellations.
4. Adjust Cancellations and Scheduling Options such as Lead Times, Daily Limits & Cluster Booking.
5. Click Save.

Important Note: Minimum Lead Time is the amount of time before a Patient can book an online appointment, and Maximum Lead Time is the rolling number of days or weeks your calendar will display. Cluster Bookings allows appointments to be booked close together to help make your calendar look busier or group appointments together to avoid schedule gaps.