Help category
Diary and booking settings
Control the rules, services, locations, and closures that shape your diary and patient booking page.
Guides in Diary and booking settings
01
Update your business details
Change the service category, business name, reply email, booking address, or timezone.
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02
Create and manage services
Set service families, named variants, public details, prices, appointment length, provider assignments, and booking rules.
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03
Set clinic booking rules
Choose a booking style as a starting point, then fine-tune the clinic-wide defaults that decide which appointment times patients and staff can book.
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04
Use focused availability
Show a focused choice of appointment times in the near term, opening up automatically further ahead.
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05
Offer only back-to-back times
Prioritise times directly beside existing appointments on an active diary day.
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06
Record your data-retention period
Save how many months the clinic intends to keep booking and patient records.
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07
Manage appointment locations
Add clinic sites, assign them to practitioners, and archive locations you no longer use.
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08
Add time off and clinic closures
Block a whole day or part of a day for one practitioner or the whole clinic.
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