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Cross-Organisational Booking: How to set appointment types as visible to your Networks
Cross-Organisational Booking: How to set appointment types as visible to your Networks

Learn how to make cross organisational appointment types visible, and allow your partner sites to book into them

Updated over a week ago

To use Hero's cross-organisational functionality you will first need to set up an network, then configure the appointment types that you would like to allow to be booked cross organisationally.

How do I create a network?

How do I set individual appointments as visible across my network?

You will need to go to the appointments page in the Services settings. Once you have found the appointment you would like to make available for cross-organisational booking you should click Options and then Edit. Now click the Network access tab and change the checkbox button to My practice and my networks.

Check the box if you would like to make the appointment available at all networks. If you want to make it available at a specific network, uncheck the box and then check the boxes of the specific networks.

How do I share Cross-organisational booking links?

Once you have set up your network and everyone within your network has made their cross-organisational appointments available, you can start sending out invites. To do this, create a campaign or an individual message.

After you have typed your message:

  • Select 'Add invite link' > 'Patient invite link'.

  • Select your location and you'll see a list of your practice locations and locations within your Networks.

  • Once you have selected a location you can select an appointment. you will notice that the appointments are those that are available via cross-org at the location you picked.

  • You can then optionally choose a practitioner.

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