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Restructure your online booking workflow
Restructure your online booking workflow

Make the process of your online booking better and smoother

Updated over a week ago

Online bookings are the best way of putting your practice out there to get noticed by clients and generate more appointments. Online bookings can also reduce a lot of admin work for your team as the client makes the booking, and the client file is directly created in coreplus from the booking.

In this article, we're going to discuss the two add-ons that make online bookings with coreplus a breeze.

This article includes the following:


Client Portal

The client portal allows you to publish your schedule online for clients to view and book at a time that suits them most.

You can copy the booking button's code snippet and embed it into your website so that the clients can book appointments just by clicking a button. You can also edit and customise how the button will look like. Please, see here for more details on this: Connect the client portal to your website

You can connect your client portal to your social media platforms so that clients can make bookings from your website and your social media pages.

This way, you can reach more clients and increase the chances of getting more new bookings. Our article on how to Connect your Client Portal to your Social Media Platforms will guide you through the whole process of connecting the portal to different social media platforms.

To reduce cancellations, you can set a time limit for minimum notice for cancellations. The client portal also allows you to include your privacy policies and terms and conditions in the booking portal.

Please visit our Define your Client Portal settings article to learn how to use these settings fully.


Snapforms

Snapforms allows you to send digital forms to clients, and once the clients fill them out, the information will automatically be merged into the client's file. You can also send the forms to new clients, and upon filing out the form, a new client file will be created automatically in coreplus for that client. As a result, some extra admin work is spared.

Please, see here how you can link your Snapforms form to coreplus: Linking a Snapform to coreplus

Snapforms is a great tool to generate consent forms for your clients. A lot of times, it's essential that clients fill out a consent form before booking an appointment with you.

With Snapforms, you can send the clients a consent form which, upon completion, will guide them to your booking portal from where they can book an appointment at a suitable time. You'll have to Redirect your SnapForm to the Client Portal to enable this feature!


HotDoc

HotDoc allows clients to book appointments online with the right practitioner whenever it suits them. It also allows clients to filter practices by specialty, location, opening hours, practitioner gender or language spoken, which gives you a chance to stand out by defining the attributes of your practice.

Besides online booking, HotDoc offers telehealth, appointment reminders, SMS recalls for clinical reminders and results, mobile and kiosk check-in, digital new patient registration forms, online prescription renewals, and tools for encouraging preventative health.

Fun fact: Nearly 1 in 3 Australians use HotDoc to connect with their preferred practitioner!

Get started with HotDoc today for more bookings!


HealthEngine

HealthEngine is another one of our integrations that allows clients to book online with you. All you have to do is map your specialties and publish your user profile and schedules to HealthEngine.

HealthEngine allows clients to book with the following specialties:

  • General Practice

  • GP Telehealth

  • Dentistry

  • Physiotherapy

  • Chiropractic

  • Podiatry

  • Psychology

  • Audiology

  • COVID-19 Vaccinations

  • Flu Vaccinations

  • Optometry

  • Counselling

  • Skin Cancer

  • COVID-19 Testing

  • Radiology

If any of the above specialties are relevant to you, then you should give HealthEngine a try!

Our help guide on Getting started with HealthEngine will guide you through the process.


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

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