Setting up your clinic

Video tutorial: Step-by-step onboarding video to set up your clinic Video tutorial: A Guided Tour of Embodia Video tutorial: Onboarding checklist Video tutorial: The Patient Experience Setting up your services Setting up your Consult Settings Sending questionnaires ahead of, and/or after a consult Clinic resources Setting up your statuses Using patient properties Practitioner permission to view and manage colleagues' schedule General scheduling settings

Setting up practitioner schedules

Setting up practitioner availability and schedule in Embodia Your online booking profile Country restrictions for online booking Connecting to Google Calendar

Setting up online booking

Setting up online appointment booking Online booking settings Overriding the default call to action Editing your clinic portal homepage

Managing consults and the calendar

Using Clinical Cases for patient scheduling Scheduling a consult not part of a clinical case Using the calendar view Cancelling a consult Multi-practitioner consults Changing the consult practitioner

Classes

Enabling and setting up classes on Embodia Scheduling a class Scheduling recurring classes How patients book and join classes Cancelling a class

Multi-location clinics

Multi-location

Notifications and Reminders

Enabling and setting up SMS appointment reminders Adding a mobile number to a patient's profile Viewing the SMS notifications sent to a patient Customizing emails sent for consults

Advanced Scheduling Features

Using the waitlist on Embodia Enable the waitlist feature in online booking Webhooks to communicate with other applications Clinic API keys to connect other applications

Guides
Clinic Scheduling Software: Managing Appointments & Online Booking in Embodia

Video tutorial: The Patient Experience