Booking Templates Setup


Why Use This Function:

Booking Templates are set up to preconfigure a variety of templates for the different types of bookings offered at the Practice. By setting these up in advance, the Practice ensures a smoother and more efficient booking process, as all essential details will already be populated on the Add/Edit Booking screen. This not only saves valuable time when booking in Patients but also promotes accuracy, consistency, and a seamless experience for both the Practitioner and the administrative team.

💡Please Note: Booking Templates are set up per Diary, ensuring that each Practitioner’s booking options are tailored to their speciality,  schedule and requirements.

  • This user manual will start on the Settings screen, User Settings tab.
  • Click on the Diary Settings tab.

    • The Diary Settings screen will open.

💡 Please Note: If a Practice has multiple Diaries, each Diary and its settings must be configured to meet the specific needs of the Practitioner.

  • Select the desired Practitioner's Diary from the drop-down menu.  

  • Click on the Booking Templates Setup panel.

    • The Booking Templates Setup panel will expand.

      • An explanation will be given for all the options available in this panel:
  • Name: The name of the booking Template. 
  • Type: The booking Type, for example, Consultation, Follow Up, Walk-In, Botox Injections, etc.
  • Status: The booking Status, for example, Booked, Arrived, Ready for Treatment.
  • Location: The exact room where the booking will take place within the Practice.
  • Duration: The default booking duration time.
  • Treating Practitioner: The default Practitioner that will treat the Patient.
  • Service Centre: The place where the service and department where the booking will take place, for example, Room 1.
  • Reason: The reason for the booking. This will indicate what the Patient is booked for, for example, a Consultation or Follow-Up appointment.
  • Delete button: This button will allow you to delete the selected booking template.

  • Edit button: If you wish to change or remove any information on the selected booking template, this button lets you edit the booking template. 



  • Click on the Add New Booking Template button to create a new booking template.


    • The Booking Template screen will open. 

💡 Please Note: The Diary option will not be accessible since the Diary was already selected on the Diary Settings screen. Also note that Type and Status are required fields and marked by a red asterisk (*).  

  • Diary: The name of the current selected Diary. 
  • Type: The booking Type, for example, Consultation, Follow Up, Walk-In, Botox Injections, etc.
  • Status: The booking Status, for example, Booked, Arrived, Ready for Treatment.
  • Location: The exact room where the booking will take place within the Practice.
  • Duration: The default booking duration time.
  • Treating Practitioner: The default Practitioner that will treat the Patient.
  • Service Centre: The place where the service and department where the booking will take place, for example, Room 1.
  • Reason: The reason for the booking. This will indicate what the Patient is booked for, for example, a Consultation or Follow-Up appointment.

  • Click on the Save button.



  • The Enter Name screen will open. Please Enter the desired name for the Booking Template.


  • Click on the Ok button,
 

  • The new template will display in the Booking Templates Setup panel.


  • Click on the Save button.

  • The new Booking Template will display in the New Bookings drop-down menu on the Diary screen.




Last modified: Thursday, 1 January 2026, 2:50 PM