Skip to main content

Setting up Clinic Appointments for Your Team

Learn how to set up your Business Locations and Team correctly as the Team Administrator.

Cloudia Barr avatar
Written by Cloudia Barr
Updated yesterday

Before you can collaborate effectively as a team working across clinics, the following must be in place:

  1. Business Account with Practitioners

  • Your organisation must have a Rehab Guru Pro subscription.

  • Additional Practitioners need to be added as team members within the main account.

  • Ensure you have set up your Business Details and Locations by following these steps.

  • Ensure your Team Settings are set up by following these steps.

Appointment Types for Each Practitioner

  • Each practitioner in your team must set up their own appointment types and availability for the relevant locations.

  • This can be done within their own user profiles, under Account>Appointments.

  • Even if you want all clinicians to offer the same type of appointments, they each need to create those types in their account.

2. Adding team members to a Business Location

  • Navigate to Account>Business Details>Business Locations.

  • Select Edit on the Location where you'd like to add a team member who will be available for booking at that location.

  • Scroll to Practitioners and add the relevant team members.

Adding a team member to the location.

Appointment Windows for Each Practitioner

  • ​Ensure each practitioner has opened up availability at the Locations that they work at.

This can be performed in their own account in Account>Appointments>Appointment Rules.

  • The Apply to All Locations can be toggled to enforce this for all Locations.

    Adding locations for appointments and enforcing for all locations.

    By following these steps, you can ensure that your team members availabilities are displayed in the Booking Portal at the various locations.


Did this answer your question?