Guides for installing, configuring, and integrating Your Booking with your practice.
Configure appointment types, optometrist profiles, booking rules, and all admin settings after installation.
Configure the booking system across multiple branches, including config copying, per-branch settings, and branch management.
Configure automated appointment reminders and recall follow-ups. Covers templates, rules, patient replies, and troubleshooting.
Set up automated post-visit feedback requests with Google Reviews and private messaging. Includes compliance notes.
Send an automated email with additional information after a patient books — intake forms, what to bring, pre-visit prep. Per appointment type.
Embed the booking page on your website with iframe code, URL redirect rules for SMS links, and home screen setup.
Send patient emails from your own address using your existing Google Workspace, Microsoft 365, or generic SMTP credentials. Includes IT-friendly provider notes.