If you would like to add booking terms and conditions to your online booking appointments, you do this per treatment.

Start from your Online Booking Dashboard.

Online Booking Dashboard

To get to the Online Appointment Booking Dashboard, either

OR

  • login to your dashboard from Settings > Integrations> Dentally Patient Portal

Dentally Integration Patient Portal with online appointment booking tab
  • If you have the Patient Portal with online appointment booking enabled, you will see a login button to the right of the screen.

Dentally Patient Portal with online appointment booking login button

Create / edit terms for Online Appointment Booking from the Dashboard

  • Select Patient Treatments
Dentally Online Booking Appointment Dashboard Patient Treatment
  • Select the treatment that you wish to add the Terms and conditions to, or create a new Treatment
  • Click on the edit icon (cloud with a tick) to edit the treatment
Dentally Online Appointment Booking Edit Treatment
  • Scroll down to the area under "Bookable For"
  • You will see a field called "Select New Patients Booking Terms (Optional)"
  • Click on Edit Term to edit and create a new set of terms and conditions.

Dentally Online Appointment Booking Edit Treatment screen showing New Patient Terms
  • You can set this for both New and Existing Patients.
Dentally Online Appointment Booking Edit Terms & Conditions
  • If you already have terms set, you will see "Edit Term". If you do not already have terms set, you will see the dropdown arrow to "Select ... Booking Terms (Optional)".

To Create new Booking Terms

Dentally Online Appointment Booking Edit treatment Terms
  • To create a new set of Booking Terms, click on the down arrow or Edit terms.
  • Add a name for your set of terms - such as "Booking cancellation"
  • Add your terms in the "Term Text" field.
Dentally Online Appointment Booking Add Booking Terms
  • Type the text and click Save
  • If there are connected treatments, by clicking Save, you also update the terms in the connected treatments.
Dentally Online Appointment Booking Connected Treatment Terms
  • You will be asked once more to update the connected terms
  • Select OK
Dentally Online Booking Appointment - Update linked terms

Additional Web pages to support Managing Patient Portal and Online Appointment Booking

Set up

Setting up Patient Portal and Online Appointment Booking

Patient Treatments

Managing Patient Treatments in the Patient Portal

Managing Treatment Booking Terms and Conditions - Online Appointment Booking

Settings

Managing Patient Portal Appointment and cancellation settings

Managing Communication settings in the Patient Portal

Managing Calendar Sessions for Online Appointment Booking

Managing Text Settings for Online Appointment Booking

Managing Branding settings in the Patient Portal

Promotional codes

Managing Patient Promotional Codes in the Patient Portal

Share with Patients

Managing your Patient Portal - Share with Patients

Manage Practitioners

Managing the Practitioners in the Patient Portal

Reports

Patient Portal Reports

Manage Stripe Payments

Managing Stripe Payments in Patient Portal

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