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Practice Management on Embodia - Part 2: Scheduling

The actions described in this lesson require a Manager permission on your clinic.

Before being able to schedule classes, you need to grant permission to your practitioners to schedule classes. We also highly recommend setting up dedicated services for your classes that will make it easier for your to tailor the classes settings to your needs.

Granting permission to a practitioner to schedule classes

By default, scheduling classes is disabled on your account. You can enable scheduling classes for every practitioner in your clinic, or you can enable it just for a select number of practitioners.

To enable scheduling classes, click on Permissions > For practitioners under My clinic in the top bar. In the permissions page, you can choose to enable scheduling classes as a default permission (i.e. any practitioner in your clinic will have the capability to schedule a class) or only enable for certain practitioners.

Once the permission to schedule classes is enabled on a practitioner's account, a new tab (My classes) will show up under Consults in the top bar.

Setting up dedicated services for your classes

When scheduling a class, you need to associate it with a service. We have gone through how to set up services in a previous lesson in this course (Setting up your services). We highly recommend creating dedicated services for your classes. This will allow you to:

  • Provide custom settings for your classes without interfering with the settings used on regular consults
  • Run dedicated reports for your classes

If you set up a dedicated service for your class and this service will not be used for regular one-on-one consults, make sure to keep the "Available in online booking" unchecked. This will prevent patients from selecting these services in online booking that are meant for regular consults. Keeping the "Available in online booking" will not affect the ability for patients to register online for the class as this setting is disregarded for classes.

There, you can also override the default clinic settings (if you wish to) for who can book the class and whether they need to provide their payment info. 

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