Online Booking

This article will take you through the process of setting up your clinic for use with Best Health Booking and consists of two main sections:

Before you begin

To access Best Health Booking within Bp Omni, be sure to first assign the correct User role and security permissions. Management of BHB configuration requires a Contributor level of permissions.

In the top-right of Bp Omni, select your profile icon, then select Settings.

BHB configuration

From Settings, select Config, then Online booking.

This screen sets your practice information and rules for managing bookings and appointment cancellations. Leave Activate online bookings set to 'Disabled' until you have completed all the steps in this article to avoid incomplete bookings.

General

  1. The Unique Booking URL is generated for you and is used to embed to practice websites or social media.

  2. Enter your practice online display name, parking and disability access to be displayed to patients that are booking online.

  3. Click Save.

Providers

In the top-right of Bp Omni, select your profile icon, then select Settings > Online Booking > Providers. This process enables online booking for a provider, and sets which appointment types can be booked online for that provider. For example, a provider may wish to disable new patients from booking online. Providers can also create a biography for display to patients in Best Health Booking.

There are three steps to setting up your providers:

Online Booking Settings

From Settings, select Config > Online bookingand then select the dropdown for Online booking settings.

Practice information

  1. Click 'Apply practice logo online' to show the practice logo when patients or clients book online.

    Hover over the information icon to change your practice logo.

  2. Enter your Practice website URL.

  3. Create a Booking policy that is shown to patients or clients during the online booking process, using the text editor controls.

  4. Create a custom Emergency message or use the default message to notify patients or clients who to contact in case of emergency. This can be turn off by toggling the switch to the left (off).

  5. Set Appointment cancellation / rescheduling to allow or deny the ability to cancel or reschedule an appointment online. If you allow cancellations online, set the time period before the appointment period during which the patient can cancel.

    Set the appointment types that are NOT allowed for cancellation online and must be cancelled or rescheduled by calling the clinic.

  6. Shows the allocated time a patient can cancel their appointment before its booking

  7. Set Booking availability time frames & limits to the number of weeks into the future that patients can book online and the maximum number of daily appointments a patient can book online.

  8. For example, if set to '1 Hours', patients can book an 11:00 am appointment at any time up to 10:00 am that day.

  9. Limit the Daily appointments number per patient. If you switch this toggle to 'On', set the maximum number of appointments a patient can book in a day

  10. Select Save.

What do I do next? | Related topics

Last updated: 05 February 2025