Prerequisites

Required Setup

1. Active OutSmart Account

You must have an active OutSmart practice management account with:

• At least one active office/clinic set up
• At least one active practitioner linked to the office
• Calendar and scheduling features enabled

2. Services Configured

Your services (appointment types) should be set up in OutSmart:

• Service title and duration defined
• Services assigned to the appropriate practitioners
• Pricing set (if you plan to display prices or collect payments)

Note

Services are created in OutSmart’s main application under your practice settings. Online Booking reads from these existing services.

3. Practitioner Calendars

Each practitioner who will accept online bookings needs:

• An active calendar with working hours set
• Availability schedule configured
• Any blocked time or recurring appointments already added

Caution

Online Booking only shows time slots that are actually available. If a practitioner’s calendar isn’t set up, no availability will appear.

4. Administrator Access

To customize the booking page, you need the appropriate permissions:

Booking Mode	Required Permission
Office Priority	Office Administrator - User type 3 in your office
Practitioner Priority	Be the practitioner - Logged in as yourself

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Recommended Setup

Profile Information

For the best patient experience, complete these profiles:

For Offices:

• Office name and address
• Phone number and email
• Office logo (square image, PNG or JPG)
• Social media handles (Instagram, Facebook, etc.)

For Practitioners:

• Full name with title (Dr., etc.)
• Credentials/suffix (MD, PhD, RMT, etc.)
• Professional bio
• Profile photo (square headshot)
• Social media handles (optional)

Service Descriptions

Well-written service descriptions help patients choose the right appointment:

• Clear, patient-friendly titles
• Brief description of what to expect
• Accurate duration

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Technical Requirements

For Patients (Booking)

Patients booking appointments need:

• Modern web browser (Chrome, Firefox, Safari, Edge)
• Internet connection
• Email address for confirmations

For Administrators (Editing)

To access edit mode, you need:

• Logged into OutSmart
• Appropriate permissions (see above)
• Modern web browser with JavaScript enabled

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Optional Features

These features require additional setup:

Payment Collection

To collect deposits or save cards:

• OutSmart Pay set up for your office
• Payment settings configured for your office
• Services set to require payment

Intake Forms (SmartForms)

To automatically assign intake forms:

• SmartForms created in OutSmart
• Forms linked to specific services
• Account creation enabled (forms require patient login)

Custom Subdomain

To use a branded URL like yourclinic.outsmartcare.com:

• Booking handle set up (no spaces, lowercase)
• Handle verified as unique

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Next Steps

Once you have the prerequisites in place:

1. Set Up Your Booking Handle - Create your custom booking URL

2. Access Your Booking Page - View your booking page

   Most practices already have the basic requirements in place. Setting up Online Booking typically takes just 15-30 minutes!