Clinic Scheduling Software: Managing Appointments & Online Booking in Embodia

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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
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 options
Multi-location option 1
Multi-location option 2

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

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