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Configure the booking system

Configure your clinic's system-wide booking settings — set scheduling policies, configure email and SMS notifications, customise the booking page and add public holidays.

📍 Where to find this: Booking System → Configurations

✅ What you can do

Set minimum/maximum lead time and cancellation rules
Configure client and internal email and SMS notifications
Set up the booking widget, magnetic booking and booking policy
Add and remove public holidays from the booking calendar

⏱️ Scheduling policy

Click Booking System → Configurations → Scheduling Policy tab.
Set the following and click Submit:

Setting	What it does
Minimum Lead Time	How early clients can book (e.g. 1 hour before)
Maximum Lead Time	How far in advance clients can book (e.g. 365 days)
Cancellation and Modify Time	How early clients must cancel or reschedule

Scheduling Policy

📧 Email settings

Click Booking System → Configurations → Email Settings tab.
Toggle notifications ON/OFF and select email templates as needed.
Click Submit.

Email Settings

Client Email notifications:

Notification	What it sends
Reminder	Reminder email before the appointment
Questionnaire & LOC Reminder	Reminder to complete questionnaire and consent form
Booking Confirmation	Email when booking is created
Booking Cancellation	Email when booking is cancelled
Booking Rescheduled	Email when booking is rescheduled

Internal Email notifications (to practitioner):

Confirmation, Cancellation and Reschedule emails can be sent to a practitioner's email address.

Security:

Setting	What it does
Verify client's email address	Client receives an OTP to verify their email before booking is confirmed
Mandatory BankID	Client must verify with BankID before booking is confirmed on the portal. Only shown when BankID verification for clients is enabled in General Settings → System Settings (Sweden only)

ℹ️ Cannot see Mandatory BankID? Turn on BankID verification for clients in General Settings → System Settings first. BankID is a Swedish service and is not available to clinics outside Sweden.

💬 SMS settings

Click Booking System → Configurations → SMS Settings tab.
Toggle SMS notifications ON/OFF and select SMS templates.
Click Submit.

SMS Settings

Client SMS: Reminder, Questionnaire & LOC Reminder, Booking Confirmation, Booking Cancellation.

Internal SMS: Booking Confirmation and Cancellation notifications to the practitioner.

ℹ️ SMS messages require credits. Check or top up your balance in Settings & configuration → SMS & video credits.

🌐 Booking page settings

Click Booking System → Configurations → Booking Page tab.
Configure the following and click Submit:

Setting	What it does
Magnetic Booking	Optimises the calendar to eliminate gaps — booked slots connect one after another
Booking Policy	Enter your booking policy text or URL — clients see this during booking
Booking Widget	Copy and paste this code to embed the booking function on your own website

Booking Page

🎉 Holidays

Click Booking System → Configurations → Holidays tab.
Click Add Holidays.
Select Global Religious Holidays or Country Holidays from the list.
(optional) Search for specific holidays.
Click Submit — holidays appear in the booking calendar.
To remove a holiday, click Add Holidays, deselect the holiday and click Submit.

Add Holidays

💡 To manage notification templates, see SMS templates for SMS and Email templates for email.

Updated on: 06/08/2026

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