Products
Schedule Intelligence
Patients book through a customizable widget on your website — selecting a provider, choosing a time slot, entering insurance details, and receiving automatic confirmations. No phone call needed.
This section covers everything you need to configure and manage your scheduling system.
What’s inside
How booking works
When a patient books through your widget, here’s the flow:
1
Patient lands on your website and opens the booking widget.
2
Selects their nearest practice location from the available list.
3
Chooses a reason for visit — treatment type filters available providers and slots.
4
Enters insurance information, which is verified upfront.
5
Picks a provider and available time slot from the live PMS schedule.
6
Confirms the booking and receives an automatic confirmation and reminders.
Note: Real-time availability sync requires PMS integration. Supported systems and setup timelines are confirmed during onboarding.
First-time setup
Step 1
Providers
Add your clinical team, set their roles, and configure per-provider availability.
Step 2
Reasons for Visit
Define the appointment types patients can book, with durations and provider links.
Step 3
Insurance
Set which insurance plans to collect at booking and how they filter available slots.
Step 4
Templates
Customize confirmation and reminder messages for each appointment type.
Step 5
Settings
Configure widget appearance, buffer times, and notification rules before going live.
After completing setup, use the Settings page to verify your widget is live before announcing it to patients.
How scheduling connects
Module guide
Ready to set up Schedule Intelligence?
Book a demo and we’ll walk you through the full setup.
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