Setup guide
6 articles
- Optimizing appointment scheduling with Calendly for EclipseUse Calendly with Google My Business for online booking when Eclipse has no direct sync, and set slots to avoid double booking
- How far in advance can patients schedule online?Set how far ahead patients can book online, from 1 to 90 days, under Extras > Scheduling > Settings > Preferences
- Add online scheduling links or embed code to your websiteGet your new and existing patient scheduling links and website embed code from Extras > Scheduling > Settings > Preferences
- SCH1 How to Configure Online Scheduling in TrackStatSet up visit purposes, referral sources, providers and the new and existing patient booking links for 24/7 self-scheduling
- SCH6 Advanced Features in Online SchedulingCharge deposits for visits, embed the scheduler on your website, handle multiple locations, and add QR codes and tracking scripts
- How can I manage referral fields and sync them with online scheduling?Edit patient-facing referral display names, add new sources from your EHR, map HighLevel (GHL) text, and fix missing referral data