Overview of EXACT Online Booking Website Builder

Purpose:

EXACT's Online Booking Website Builder enables dental practices to configure their online booking websites from within EXACT, without leaving the EXACT software.

Features:

• Customise the website colour scheme and fonts.
• Incorporate a practice logo.
• Create a practice bio/overview, including opening hours.
• The software automatically populates your web page with a Google map based on your physical address.
• Cater to all forms of patient booking:
  • New Patients (Private/NHS/Payors)
  • Existing Patients (Private/NHS/Payors)
  • Recall Bookings
  • Planned Treatment Bookings
• Create multiple Booking Reasons, with defined Price and Deposit (the Deposit field is only available if you have the Online Payments module)
  • Customise the Booking Reason display order.
• Flexibly configure Providers who will be associated with Booking Reasons, and customise all appointment parameters per Reason/Provider.

  Note that Providers who are associated with a Booking Reason can be configured with different appointment durations, Service, Clinics, unbooked time, SMS template and Email template - a Booking Reason is not locked to one service, Provider or any particular appointment parameter.

• Campaigns created in Marketing Manager can be associated with a particular Booking Reason. Users booking online as a result of a campaign can then be tracked for marketing metrics.
  • View all marketing-related Booking Reasons in the Web Setup screen.
• Add a Google Analytics Tracking ID that enables Google analysis and reporting on the number of people clicking through to the online booking portal.
• Opt to take payments from the website, for which receipts are generated from EXACT (requires the Online Payments module)
• Customise the policies and procedures that patients view on the booking site.

Benefits:

• All configuration tasks can be conducted within EXACT; there is no need to go to an external website for configuration.
• Customise, add and remove Booking Reasons that patients will see as options. These Reasons are not constrained to limited preset options - create any reasons that suit your bookings.
• Because the EXACT Online Booking Website Builder is built into EXACT,
  • Our software developers can build upon the tight integration between EXACT and online bookings (Existing Patient online booking is an example).
  • Going forward the website builder will evolve in step with EXACT to directly suit the needs of our EXACT users.
  • Practices secure committed bookings by taking online deposit payments.

Requirements:

• To upgrade to this software please liaise with your Support Team, who will provide instructions.
• You cannot simply upload images that you need to use on your booking website (such as your practice logo and identifying images per Provider); the following is required of images:
  • Images must be located on a webserver that you can access without a password.
    
    Examples of images on a webserver: on your main practice website, on a freely accessible Flickr page, a shared Google Drive folder, or a shared Dropbox folder.
  • Because the website will link to these images 24/7, they must be constantly available from their online location without any access restrictions.
• Your practice can optionally enable online payments, which enables deposit payments per Booking Reason (without online payments enabled your practice will only be able to set a Price for patients to view online).

  This financial functionality must be enabled for your practice by Software of Excellence Fit Team or Operations Team personnel, whom you can contact by querying the Support Desk.

  • As part of the practice setup for online financial transactions you will be required to register an account with a third party online-payment management business.