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OutSmart Guide

Enabling Services

How Service Enabling Works

Online Booking uses an inclusion-based system - only services you explicitly add will appear on your booking page. This gives you complete control over what patients can book online.

Default Behavior

When you first set up your booking page:

  • No services are shown by default

  • You must explicitly add each service you want to offer online

    This approach ensures you consciously choose which services are available for online booking, rather than accidentally exposing services that should be booked by phone or in person.

Adding Services to Online Booking

Step-by-Step

  1. Log in to OutSmart with administrator permissions
  2. Visit your booking page in edit mode
  3. Navigate to the sidebar (left panel on desktop)
  4. Find the “Our Services” or “My Services” tab
  5. Look for the “Add to Online Booking” dropdown at the top
  6. Select a service from the dropdown
  7. The service appears in the list immediately

What Appears in the Dropdown

The dropdown shows:

  • All services that are NOT currently enabled
  • Services owned by the office (for Office Priority)
  • Services owned by the practitioner (for Practitioner Priority)
  • Services linked to practitioners at your office

When all available services are enabled, the dropdown shows “All services added.”

Removing Services from Online Booking

To remove a service from your booking page:

  1. Find the service in the sidebar list

  2. Click the X button on the service card

  3. Confirm the removal in the popup

  4. The service is immediately hidden from patients

    Removing a service doesn't delete it from OutSmart - it only hides it from the booking page. You can re-add it anytime.

Understanding Service Availability

Office Priority Mode

On an office booking page:

  • You can enable services from all practitioners at the office
  • Services appear grouped by who offers them
  • Multiple practitioners offering the same service are combined

Practitioner Priority Mode

On a practitioner’s personal page:

  • Only that practitioner’s services can be enabled
  • Services from different offices are combined
  • You control what appears on your personal page

Service Visibility Rules

For a service to appear on the booking page, it must:

  1. Be enabled - Added to the inclusion list
  2. Have availability - At least one practitioner has open slots
  3. Match filters - Patient type and visit type match the patient’s selections

Hidden Automatically

Services are automatically hidden when:

  • No practitioners offering the service are enabled
  • No availability exists for the service
  • Service doesn’t match the current filters

Managing Services for Multiple Practitioners

Adding a Service Offered by Multiple Practitioners

When the same service is offered by multiple practitioners:

  1. Add the service once
  2. All enabled practitioners offering it will appear

Practitioner-Specific Services

Some services may be offered by only one practitioner:

  • These appear with just that practitioner’s name
  • Other practitioners won’t be shown for this service

Loading States

When adding or removing services, you’ll see:

  • Adding spinner - Shows “Adding…” while saving
  • Dropdown disabled - Prevents double-adds during save
  • Instant update - Service appears/disappears immediately after save

Best Practices

Selecting Services for Online Booking

Good candidates:

  • Routine appointments (check-ups, follow-ups)
  • Standard duration services
  • Services with straightforward requirements
  • Popular, high-demand services

Consider keeping offline:

  • Complex evaluations requiring pre-consultation
  • Emergency or urgent care services
  • Services requiring special preparation or referral
  • Highly customized treatments

Regular Review

Periodically review your enabled services:

  • Remove services no longer offered
  • Add new services as they become available
  • Adjust based on patient booking patterns

Troubleshooting

Service Not Appearing in Dropdown

  • Check that the service exists in OutSmart
  • Verify it’s assigned to an active practitioner
  • Ensure the service isn’t already enabled

Service Not Showing to Patients

  • Confirm the service is enabled (in the list)
  • Check that at least one practitioner offering it is also enabled
  • Verify the service has availability (open time slots)
  • Check patient/visit type filters

Can’t Remove a Service

  • Ensure you’re logged in with administrator permissions
  • Look for the X button on the service card
  • Try refreshing the page

Next Steps

  • Service Categories - Organize services into groups
  • Service Details - Edit service information