Skip to main content
All CollectionsSchedule Calendar
Patient Portal Scheduling Views
Patient Portal Scheduling Views

Customize how patients interact with your schedule on the patient portal.

Updated this week

Overview

The patient portal offers two scheduling interface options:

  • Show patients list of appointments: Patients see available slots directly.

  • Have patients choose date first: Patients select a date first and then view available slots.

You can easily switch between these views based on your preferences.


Steps to Change Scheduling Views

  • Navigate to Online Booking Settings

    • Go to Settings > Schedule > Online Booking.

  • Edit Practice-Wide Options

    • Click on Edit practice-wide options to access configuration settings.

  • Select Scheduling Interface

    • Under the Patient Portal scheduling interface, choose between:

      • Show patients list of appointments

      • Have patients choose date first

  • Save Changes

    • Confirm your selection and save the changes.

Did this answer your question?