In addition to customizing your general scheduling link in Engagement Online Scheduling, you can also create custom scheduling links, which enable you and your team to send individual scheduling links for specific service types, allowing more control over what each patient is able to schedule.
If you are a part of a DSO or are a multiple location practice, refer to our Group-Level Services article here to learn how to match and connect your service types.
Looking for even more information about Engagement Online Scheduling? Register for our Online Scheduling Webinar and get answers to your burning questions!
How to Create Custom Scheduling Links
Access Settings in the Online Scheduling tab
Click on the Scheduling links tab, then click Create link
Next, fill out the following fields:
Add an Internal Name, visible only to your teammates. This makes it easier for you to track the performance of your links by providing more clarity on their purpose and audience
Select the Practices that this appointment type can be scheduled with. If you do not have multiple practice locations simply select your singular practice
Select the Practice-level service types you would like to enable to be scheduled with this link (multiple can be selected). Please note: You cannot create custom scheduling links until practice-level service types are created. Learn more here
Select the Providers that will be scheduled for these appointments
Enter in a customized URL Name (this will show within the URL and is visible to patients)
Add a Header name (optional). Header names are displayed in the upper left corner of the online scheduling experience and make it easier for patients to know what service they are scheduling. If left blank, the practice/group name will be displayed
Add a Note (optional). This note is displayed in the upper left corner of the online scheduling window beneath the header name and can be used to provide a tip or instructions about booking
Next, customize the link color scheme and unique link logo:
Upload a unique link logo image. This image will show next to the header name while a patient is booking an appointment (Note: If no image is added here, the practice default logo will show instead)
Choose a primary color (header and button accents)
Choose a secondary color (form field sections)
Choose a background color
Change your mind about the colors you picked? Just click Set to default colors to color to revert your changes.
Lastly, choose to enable insurance or Google Analytics settings:
If you would like the scheduling link to include fields related to the patient's insurance information (Primary Insurance, Member ID, and Group Number), select the Request insurance information checkbox
Add a Google Analytics tracker to gain better insights on exactly which links are driving patient leads. Enter the Measurement ID from the property you'd like to track
Click Create to finish
Note: To prevent incorrect information from being added to a patient's chart, we do not write back insurance details that the patient enters when scheduling online. This is to prevent incorrectly entered Group ID/Member ID details from flagging patients as ineligible, etc.
Sharing Scheduling Links
Now that you have created your Custom Scheduling Links you can send these to individual patients, add these links to your templates or even add the links to buttons on your website. Simply click the copy icon next to the custom URL name:
Customize your General Scheduling Link
Similar to how you can customize your custom scheduling links with additional details and brand colors, you can do the same for your general scheduling link. To get started:
Click on Online Scheduling in the left side menu, then click Settings
Click on the Scheduling links tab, then click on the pencil icon next to your general scheduling link
Next, make the following customizations:
Add a header name
Add a note for the patient
Next, customize the link color scheme and link logo:
Upload a link logo image. This image will show next to the header name while a patient is booking an appointment (Note: If no image is added here, the practice default logo will show instead)
Choose a primary color (header and button accents)
Choose a secondary color (form field sections)
Choose a background color
Lastly, if you would like the general scheduling link to include fields related to the patient's insurance information (Primary Insurance, Member ID, and Group Number), select the Request insurance information checkbox
When finished, click Save
