Once you have configured Online Booking, your clients will be able to:
- Check and book availability
- Find out more about your practice
- Find out more about your treatments
- Find out more about your team
- Find out more about promotions that you may be running
This article will show you how Online Booking appears and functions from the point of view of your clients.
Your online booking URL
Your online booking URL takes the first half of your WriteUpp URL, but replaces ".writeupp.com" with ".selectandbook.com". For example, if your WriteUpp URL is "http://yourdomain.writeupp.com", your online booking URL will be "http://yourdomain.selectandbook.com". This is the URL that you should provide to your patients through a link on your website, in social media profiles or in any email correspondence.
You can also get access to your admin area by going to Settings->Add Ons
1. What treatment would you like & when would you like to book?
When visiting your online booking URL your clients will be taken to the following page:
Here, all they have to do is select when they would like to be treated, what treatment they would like and then just click on "Find the Next Available Appointment"
Don't worry, if you don't have availability on the day they request the system will suggest alternative dates!
The information shown at the top of the page in the blue bar is pulled from WriteUpp so there's no need for you to re-key anything like your Practice Name, Phone Number and Email.
You will also notice that there are drop-down menus for Appointment Types and Team (if you only have one appointment type or you're a sole practitioner these won't appear as drop-downs). Again, this information has been pulled from WriteUpp and in the admin area you can supplement the content with additional media like images and explanatory text.
At the bottom of the screen you'll see the optional promotional box that you can use to spread awareness about offers or new treatments that you may be offering. Again, this is configured in the Admin Area but if you don't want to use it you don't have to.
2. Choose Availability?
Once your client has clicked on "Find the Next Available Appointment" they will see you and your teams availability ordered with the earliest appointments first.
If they wish to change the search criteria these can be modified using the filters (on the left hand side of the screen) just as they would with an airline booking system.
They can also see more information about each appointment by clicking on "More Info". This will bring up a dialogue as below:
This will provide your client with a profile of the clinician, details on how to get to the practice (including a Google Map) and additional information about the appointment.
For those clients that prefer to see a weekly view of availability (as they did in the previous version of online booking) they can click on "Go To The Weekly Schedule" at the bottom of the screen to view your availability in a diary style view, as below:
Regardless of which view your client uses all they need to do is click "Book >" to move to the next stage of the booking process
3. Verify Your Identity (OPTIONAL)
Having clicked on "Book >" and if you have validation turned on your client will be asked to enter their mobile phone number for validation purposes. This reduces the risk of erroneous or false bookings, and also provides a unique identifier to match your client to any existing records in your instance of WriteUpp.
Note: If your client prefers to validate their identity via email all they need to do is click on "use your email address instead"
Having entered their mobile number and clicked "Get Verification Code via SMS" a text message will be sent to their phone within a few seconds containing a Verification Code.
This should be entered into the Verification Code field shown below and then your client just needs to click on "Verify Your Identity"
If you want to turn on/off validation please take a look at the article below:
4. Your Details
The Details of your client's chosen appointment are then summarised, including the Appointment Type, Time, Date and Clinician. If the client already exists in WriteUpp with a matching mobile number, their details including Name, Date of Birth and Email Address will be presented to them. If they don't exist in your WriteUpp instance, the client will be able to enter their details which will automatically create a new record for them in WriteUpp. They can also enter any Additional Information which will be visible to you in WriteUpp.
5. Payment Information (OPTIONAL)
If you have pre-payment turned on your client will taken to the following screen where they will need to enter their payment details to confirm the booking.
If you want to take pre-payment from clients that book online please take a look at the article below:
6. Your Booking Is Complete
Once your client has clicked on "Confirm Your Booking" they will be taken to the following screen:
Here your client can see a summary of their booking, including the payment status if they have pre-paid They can also print the booking details and if they wish to do so they can add the booking directly to their Outlook, Apple iCal or Google Calendars.
Need More Help?
We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.