ConfigurationAvailable

Appointment settings

Set clinic locations, provider and visit-type schedules, booking rules, and the conflict-safe calendar preparation required before patient booking opens.

Open this screen View the set up your clinic and team walkthrough

What you can do here

Availability and booking

Search the complete supported time-zone catalog, then choose visit length, how often a slot starts, buffers before and after, minimum notice, how far ahead patients may book, and the cancellation and reschedule cutoffs.

Booking mode and telemedicine

Let verified patients confirm instantly or have everyone submit a request. Telemedicine is off by default; turn it on to offer video visits.

Weekly hours

Build recurring schedules for each doctor, location, modality, and compatible visit type. Open a visit-type choice to read its clinical purpose, duration, and modalities before selecting it. Use the schedule lens to focus a large clinic calendar without changing saved coverage. Every window represents one provider's exclusive time.

Clinic locations

Create stable clinic locations with a code, time zone, and address before assigning in-person schedules. A location in use cannot be deactivated or deleted until its weekly schedules are reassigned.

Conflict-safe calendar

After appointment settings are published, prepare the calendar from Clinical release. New clinics without appointment history can complete the durable preparation in the app. Clinics with existing appointments require platform operations to review and protect those bookings. Progress is checkpointed and can be resumed.

Blackout dates

List dates when no visits are offered, such as holidays or closures.

Clinical release readiness

Clinic administrators can re-check tenant scheduling governance and review safe blocker names, visit-type/provider counts, the versioned capability inventory, and the separate platform clinical telemedicine hold. Resolve setup blockers opens the configuration workspace. Ready scheduling governance never overrides a disabled platform release gate.

Helpful habits

Create every physical location first, then add provider schedules and narrow them to specific visit types only when needed.
Keep a minimum notice so last-minute bookings do not surprise the team.
Re-check Clinical release after changing visit types, provider coverage, or scheduling policy.

Tips

An empty visit-type selection means all compatible active visit types; selecting chips limits that schedule.
Weekly hours alone do not open booking. The scheduling revision, eligible provider coverage, governed visit type, and conflict-safe calendar marker must all be ready.
The tenant telemedicine setting does not override the platform clinical-release gate. Existing video appointments remain visible, but they are not joinable while that gate is disabled.