This guide will walk you through setting up online booking via your practice's website using the Hero platform, from configuring appointment types to embedding custom booking links.
Configuring Appointment Types in Hero
Step 1: Access Appointment Settings
First, log into your Hero dashboard and navigate to Settings > Services > Appointments. This section is essential for customising your appointment offerings.
Step 2: Customise Slot Types
If connected to an EHR, begin by defining a slot type. Once imported into Hero, you can tailor its use by selecting Options > Edit, where you can:
Set General Appointment Settings: Assign a patient-friendly name to the appointment type.
Enable Online Cancellations: Permit patients to cancel this type of appointment online.
Require Intake Forms: Identify any necessary intake forms for completion before booking.
Implement Guidance Messages: Create specific messages that will guide patients during the booking process.
Determine Location Availability: Specify which locations offer this appointment type.
Apply Booking Restrictions: Enforce restrictions based on sex or age for appropriate appointment bookings.
Generating and Embedding Booking Links on Your Website
For Individual Appointment Types
To generate a booking link for an individual appointment type, proceed to the appointment settings and opt for Edit > Create Link. You can also access this feature through the appointments menu in the navigation bar. This method provides a straightforward way for patients to book specific appointments directly.
For Multiple Appointment Types and Locations
Hero's Custom Booking Flow feature allows the creation of links for booking multiple appointments across different locations. Found within Settings > Booking, this option is ideal for practices looking to offer extensive self-service booking capabilities to their patients.
Embedding Links into Your Website
Once you've generated your booking links, the next step is to incorporate them into your website. By embedding these links into buttons or dedicated sections on your site, you make it easy for patients to access and utilise your online booking system. This integration not only enhances the patient experience but also promotes efficient appointment management.
What will the patient see when booking an appointment?
The patient's journey through online booking is designed to be intuitive and reassuring. For practices adhering to specific guidelines, such as the NHS, the booking interface will reflect these standards, offering a familiar and comfortable environment for patients. From choosing appointment times to filling out intake forms and managing bookings, the process is tailored to meet both patient needs and practice requirements.