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Getting started with Avaana

Enable your Avaana Add On

Updated over 3 months ago

Avaana is Australia's most dynamic appointment booking platform for health, fitness & wellbeing!
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Avaana gives your business targeted online exposure to prospective clients in your area and helps you book appointments with those clients directly into your empty appointment slots with easy calendar integration.
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Join a community of health, fitness & wellbeing practitioners and increase your online exposure & generate new appointments in real time, 24/7!


Enable Avaana Add On

1. From Dashboard, navigate to Setup > Add Ons

2. Click on the Avaana tile and click Enable

3. Tick to Accept Terms & Conditions and click I Agree


Create and publish schedules

1. Create practitioner's schedules or use existing availability schedules.

2. Make sure you tick Avaana Publish To and click Save and Update


Map Appointment Types to your Specialties

πŸ“ Before mapping appointment types, please ensure that you have created Appointment Types that are defined with clear names and appropriate lengths - remember, you want to make it a simple booking experience for your clients

1. From the Dashboard, click on Setup > Settings > Map Specialities to Appointment Types
​2. Click on a relevant Specialty. You will notice the Available Appointment Types column populates with the appointment types you have previously created.

πŸ’‘ Make sure the appointment types match the same speciality you selected in your practitioner profiles
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​3. Click on the appointment types you want to be available in the client portal from the Available appointment types and click the arrow buttons to move this to the chosen speciality. Click Save

A detailed guide on how to do this can be found HERE


Publish user profiles

1. From the Dashboard, click on Setup > Settings > User Profile

2. Complete profiles for all practitioners you want to publish to the client portal. Make sure to select the relevant Specialty for each practitioner.

3. Scroll down and tick the checkbox for Publish to publish the practitioner's profile to Avaana, and then click Save
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πŸ’‘ You will need to have a Clinician or Practitioner position selected as a prerequisite for Specialties to appear. You can have multiple positions ticked.


Configure coreplus in Avaana

Once you have completed the above steps, log into your Avaana account and complete the installation by following the steps outlined HERE to configure the integration.

1. Go to Set Up > Add Ons > Avaana

2. Copy the Access Token shown below

3. Log into your Avaana account
​4. Go to Intergrations

5. Set the booking system to coreplus

6. Copy your Access Token into the field provided > Save Changes

7. Click Sync Coreplus


Please let us know if you have any questions, and don't forget to rate this help article below so we can continue improving our support!

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