Enabling the Online Appointments tab in the Appointment Book

The purpose of this step is to display the Online Appointments tab in the Appointment Book's activity bar:

AppointmentBookActivityBar-context

All online appointments created by patients will then display in this tab area.

Prerequisite: The Online Appointments module must have been registered.

Important: This procedure applies per user, so it must be repeated for each user of the Online Appointments tab.

To enable the Online Appointments tab in the Appointment Book, per user

  1. Open the Appointment Book for the current user.
  2. Click the Configure button at bottom right spannericon.
  3. In the Appointment Book Setup Wizard, tick Select tabs for your activity bar, and then click Next:

    AppointmentBookSetupWizard1

    You will see a statement:

    AppointmentBookSetupWizard-userStatement

  4. Click Next to continue.
  5. In the Select Tabs window, select Online Appointments and click the arrow button to move it to the right pane:

    AppointmentBookSetupWizard-SelectTabs

    Select Online Appointments in the right pane and use the Up / Down arrows to position the Online Appointments tab (the order of tabs in the right pane will be the ordering of the tabs in the Appointment Book Activity Bar):

    AppointmentBookSetupWizard-UpDown

    For example, the current ordering in the image above will order the Activity Bar tabs as follows:

    AppointmentBookSetupWizard-Tabs

  6. Click the Finish button and check that the Online Appointments tab appears in the Appointment Book activity bar.
  7. Important: Repeat this procedure for every user who will manage Online Appointments.

See also...

Configuring Online Appointment Bookings

Checklist - set up Online Recalls and Bookings

Configuring New Patient online booking per Provider

Configuring Existing Patient online booking per Provider

Configuring Recalls online appointment booking

Configuring Online Planned Treatment booking

Configuring Online Recalls

Configuring Locations for online booking

EXACT Online Booking Website Builder

Online Payments

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Configuring New Patient online booking per Provider