Clinic Scheduling Software: Managing Appointments & Online Booking in Embodia
Clinic Scheduling Software: Managing Appointments & Online Booking in Embodia
This guide includes
The instructors
Scheduling is at the core of effective clinic operations. With Embodia's clinic scheduling software, you can manage your calendar, coordinate your team's availability, and let patients book their own appointments online — all without leaving your practice management platform.
These guides walk you through everything from initial setup to advanced workflows: configuring services and practitioner schedules, enabling online booking, managing your waitlist, running group classes, and coordinating multi-location clinics.
Automated appointment reminders, SMS notifications, and Google Calendar sync help reduce no-shows and keep your day running smoothly. If you're looking for an overview of Embodia's online booking for physiotherapy clinics, that page covers what's included and how it connects with the rest of your practice.
The instructors
Embodia is an all-in-one practice management system that lets clinicians and clinic owners power their practice all from one platform.
We are on a mission to transform the way healthcare is delivered by empowering clinicians with the tools, technology, and education to deliver data-driven care, and empower clinics and clinic owners to maximize their success.
Embodia offers an unmatched breadth and depth of services including recorded and live online courses, HEP, telerehab, billing, charting, reporting, scheduling, two-way messaging, and more.
We are committed to building new solutions for an antiquated healthcare system and to helping physiotherapists and rehab pros globally redefine themselves and their expertise in a changing world.
Material included in this guide
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Setting up your clinic
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Video tutorial: Step-by-step onboarding video to set up your clinic
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Video tutorial: A Guided Tour of Embodia
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Video tutorial: Onboarding checklist
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Setting up your services
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Setting up your consult settings
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Sending questionnaires ahead of, and/or after a consult
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Clinic resources
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Setting up your statuses
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Using patient properties
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Practitioner permission to view and manage colleagues' schedule
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General scheduling settings
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Setting up practitioner schedules
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Setting up practitioner availability and schedule in Embodia
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Your online booking profile
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Country restrictions for online booking
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Connecting to Google Calendar
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Setting up online booking
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Setting up online appointment booking
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Online booking settings
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Overriding the default call to action
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Editing your clinic portal homepage
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Managing consults and the calendar
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Using Clinical Cases for patient scheduling
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Scheduling a consult not part of a clinical case
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Using the calendar view
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Cancelling a consult
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Multi-practitioner consults
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Changing the consult practitioner
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Classes
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Enabling and setting up classes on Embodia
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Scheduling a class
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Scheduling recurring classes
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How patients book and join classes
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Cancelling a class
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Multi-location clinics
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Multi-location
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Notifications and Reminders
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Enabling and setting up SMS appointment reminders
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Adding a mobile number to a patient's profile
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Viewing the SMS notifications sent to a patient
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Customizing emails sent for consults
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Advanced Scheduling Features
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Using the waitlist on Embodia
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Enable the waitlist feature in online booking
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Webhooks to communicate with other applications