Clinic Scheduling Software: Managing Appointments & Online Booking in Embodia

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Setting up your clinic
Video tutorial: Step-by-step onboarding video to set up your clinic
Video tutorial: A Guided Tour of Embodia
Welcome to Scheduling on Embodia
Video tutorial: Onboarding checklist
Setting up your services
Setting up your consult settings
Customizing emails sent for consults
Sending questionnaires ahead of, and/or after a consult
Clinic resources
Setting up your statuses
Using patient properties
Practitioner permission to view and manage colleagues' schedule
General scheduling settings
Webhooks to communicate with other applications

Setting up your schedule
Setting up your schedule
Your online booking profile
Country restrictions for online booking
Connecting to Google Calendar

Setting up online booking
Setting up online booking
Online booking settings
Overriding the default call to action
Editing your clinic portal homepage

Booking consults
Using Clinical Cases for patient scheduling
Scheduling a consult not part of a clinical case
Using the calendar view
Cancelling a consult
Multi-practitioner consults
Changing the consult practitioner

Classes
Introduction to classes on Embodia
Permissions and services
Scheduling a class
Recurring classes
The patient experience
Cancelling a class

Multi-location clinics
Multi-location options
Multi-location option 1
Multi-location option 2

Waitlist
Video tutorial: Introduction to waitlist management on Embodia
Adding a patient to your waitlist
Using your waitlist
How to manage the clinic waitlist as the clinic manager
Enable the waitlist feature in online booking

SMS notifications
Introduction to SMS notifications
Connect your Twilio account
Adding a mobile number to a patient's profile
Set up SMS (text reminders) for consults
What's included in SMS reminders
Viewing the SMS notifications sent to a patient

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