Online Booking

Is there a way to automatically accept clients from online booking?

No, there isn't a way to auto-accept new patients. Each new patient created requires review; this helps in avoiding having duplicate patients by allowing you to merge them.

Can patients book online without creating an account?

Patients without accounts can book online, and an account is created in the process of booking their first appointment.

Can it be an option to automatically require a credit card to book future online bookings once a patient has a no-show?

Currently, Noterro does not have a feature to automatically require a credit card for future online bookings after a patient has a no-show.

Could I turn off the setting that requires New Patients to be manually accepted for Online Bookings?

There is no feature that automatically accepts patients when booking online.

Is there an option for people to book online with their phone number?

Noterro's online booking system requires clients to create an account using their email address.

How do I block a certain patient from being able to book online?

To block a specific patient from booking online, log in as Admin or a Practitioner with permission to edit patients, select the patient's name, click Edit Profile, uncheck 'Allow Online Booking,' and click Save. This will prevent the patient from booking future appointments online, but you can still book for them manually.

Where can I change the home description on the booking page?

To change the home description on the booking page, log in as Admin, go to the Gear icon > Web Portal & App > Info section, add your content in Clinic Info, and click Save. This customizes the clinic overview shown on the booking page.

Can I disallow certain clients' online booking?

Yes, you can disallow certain clients from online booking by: Editing the patient's profile and unchecking "Allow Online Booking" to prevent future bookings. Using labels to restrict specific services from being booked by certain patients, ensuring only eligible clients can book those services online.

Can online booking be turned off for an extended vacation?

Yes. You can disable online booking by turning off the feature in Web Portal & App settings, or by hiding specific practitioners from the online booking platform while you are away.

Can I limit how far in advance patients can book online?

Yes. Adjust the Maximum Lead Time setting in your online booking configuration. This controls how far into the future patients can book appointments online.

How can I mark my clinic as not accepting new clients?

Configure your portal settings so that new users must be invited. This restricts online booking access to existing clients only.

Can clients opt out of online booking or notifications?

Clients can be blocked from online booking by editing their profile and unchecking "Allow Online Booking." However, clients cannot opt out of notifications entirely, as reminders are controlled per appointment.

How do I prevent patients from booking next-day appointments?

Adjust the Minimum Notice setting in the practitioner's online booking options. This sets the minimum lead time required before a patient can book.

How can I tell if someone has viewed our online booking policy?

There is no way to track whether someone has viewed your online booking policy.

Is there a way to set up online booking for couples' massages?

Noterro doesn’t support booking two clients with two practitioners in a single online booking flow for a couple's massage.

Is it possible to have two different booking pages?

It's not possible.

When requiring an invitation to book online, how can I ensure that clients don't share their link with anybody to book online?

Patients are able to share their booking link; there is no way to restrict this.

Can I add clients before they book?

Yes. You can add a patient profile before they book an appointment.