Online bookings list

The online bookings list allows an organisation to view a list of bookings made via the booking widget. These are automatically filtered by unconfirmed and created in the last 7 days, helping your team easily track and action new online bookings. 

In this article we'll cover how to:

• view the online bookings list.
• update the status of an online booking.

Online booking list view

• Navigate to Calendar.
• Locate and click the Globe icon.

You'll see a list of unconfirmed online bookings from the previous 7 days. The shown data for each booking includes:

• Appointment details: Appointment type, assignee name, clinic location, date and time.
• Patient details: Name & address.
• Contact details: Phone number & email address.
• Confirmed: Yes or No (by default).

Use a combination of the filter options to view: 

• All, confirmed or unconfirmed online bookings.
• up to 3 Appointment types.
• up to 3 Clinic locations.
• in a selected Date range.

Update the status of an online booking

Once an online booking is confirmed you can update it's status if required.

• Locate the 3 dots button next to the relevant online booking.
• Hover over Appointment status.
• Select Confirmed. 

• This will update the status of the online booking to confirmed and, if filtered for All, change the Confirmed status to Yes. If the filter is set to unconfirmed the online booking will not show in the list.

The online bookings list ensures your organisation can effectively mange new appointment requests and keep patient communication prompt and organised. Regularly reviewing and confirming online bookings helps maintain accurate calendar scheduling and a smooth booking experience for patients.