Setting up your clinic

Video tutorial: Step-by-step onboarding video to set up your clinic Video tutorial: A Guided Tour of Embodia Welcome to Scheduling on Embodia Video tutorial: Onboarding checklist Setting up your services Setting up your consult settings Customizing emails sent for consults Sending questionnaires ahead of, and/or after a consult Clinic resources Setting up your statuses Video tutorial: Patient properties Using patient properties Practitioner permission to view and manage colleagues' schedule General scheduling settings Webhooks to communicate with other applications

Setting up your schedule

Introduction to setting up your schedule Adding your availability Make me look busy Adding breaks to your schedule Your online booking profile Country restrictions for online booking Connecting to Google Calendar

Setting up online booking

Video Tutorial: Online booking Introduction to setting up online booking Enabling online booking of services Setting a subdomain Online booking settings - Who can book Online booking settings - Sign up form Online booking settings - Booking request forms Online booking settings - Pooled availabilities Online booking settings - Collecting payment information on booking Overriding the default call to action Editing your clinic portal homepage

Booking consults

Introduction to booking consults Video tutorial: Clinical cases on Embodia Creating a clinical case Patient booking under a clinical case Scheduling a consult not part of a clinical case Using the calendar view Additional calendar features Drag-and-drop calendar appointments to change their start time Calendar settings Cancelling a consult Multi-practitioner consults Changing the consult practitioner

Classes

Introduction to classes on Embodia Permissions and services Scheduling a class Recurring classes The patient experience Cancelling a class

Multi-location clinics

Multi-location options Multi-location option 1 Multi-location option 2

Waitlist

Video tutorial: Introduction to waitlist management on Embodia Adding a patient to your waitlist Using your waitlist How to manage the clinic waitlist as the clinic manager Enable the waitlist feature in online booking

SMS notifications

Introduction to SMS notifications Connect your Twilio account Adding a mobile number to a patient's profile Set up SMS (text reminders) for consults What's included in SMS reminders Viewing the SMS notifications sent to a patient

Guides
Practice Management on Embodia - Part 2: Scheduling

Video tutorial: A Guided Tour of Embodia