Service Properties
What Are Service Properties?
Service properties help categorize services and enable patient filtering:
| Property | Options | Purpose |
|---|---|---|
| Visit Type | In-Person, Virtual | Where the appointment takes place |
| Patient Type | New, Returning, Both | Who can book the service |
Visit Type
Options
| Value | Description |
|---|---|
| In-Person | Requires physical attendance at the office |
| Virtual | Telehealth, phone, or video appointment |
| Not set | Neither option specified |
Setting Visit Type
- Find the service in the sidebar
- Look for the visit type toggle buttons:
- 🏥 In-Person
- 📹 Virtual
- Click the appropriate button
- The selection saves automatically
How It Works
- Buttons are mutually exclusive (one or the other)
- Once set, you must select one - can’t unset to “neither”
- Highlighted button indicates current selection
Impact on Patient Filtering
When patients use the visit type filter:
- “In-Person” filter shows only in-person services
- “Virtual” filter shows only virtual services
- “Either” filter shows both
Patient Type
Options
| Value | Description |
|---|---|
| New | Only for new patients to the practice |
| Returning | Only for established patients |
| Both | Available to all patients |
Setting Patient Type
- Find the service in the sidebar
- Look for the patient type toggle buttons:
- 👤 New
- 🔄 Returning
- 👥 Both
- Click the appropriate button
- The selection saves automatically
Default Behavior
- If not explicitly set, “Both” is assumed
- “Both” button appears highlighted when value is null or explicitly set
Impact on Patient Filtering
When patients indicate their status:
- New patients see services marked “New” or “Both”
- Returning patients see services marked “Returning” or “Both”
Service Tags
Based on properties, tags appear on service cards:
| Tag | When Displayed |
|---|---|
| ”New Patients Only” | Patient type = New |
| ”Returning Patients Only” | Patient type = Returning |
| ”In-Person” | Visit type = In-Person |
| ”Virtual” | Visit type = Virtual |
These tags use your secondary color (tag color) for styling.
Smart Visit Type Filter
Automatic Filter Hiding
If all enabled services share the same visit type, the visit type filter step is automatically hidden:
| Scenario | Filter Display |
|---|---|
| All services are virtual-only | Filter hidden, “Virtual” auto-applied |
| All services are in-person only | Filter hidden, “In-Person” auto-applied |
| Mixed visit types | Filter shown |
This streamlines the booking flow for practices with homogeneous services.
Example
A telehealth-only practice:
- All services marked as “Virtual”
- Patients don’t see the “In-Person / Virtual / Either” step
- Booking flow is shorter and simpler
Property Display Locations
Sidebar (Admin View)
When editing:
- Toggle buttons visible on each service card
- Current selection highlighted
- Only shows for administrators
Service Cards (Patient View)
Patients see:
- Tags indicating restrictions (“New Patients Only”)
- No toggle buttons (read-only view)
Booking Panel
During booking:
- Filters applied based on patient selections
- Only matching services shown
Editing Permissions
| Who | Can Edit Properties |
|---|---|
| Office administrators | Office-owned services |
| Practitioners | Their own services |
| Others | No access |
Use Cases
New Patient Services
Mark as “New Patients Only” for:
- Initial consultations
- New patient evaluations
- First-time assessments
Follow-Up Services
Mark as “Returning Patients Only” for:
- Follow-up appointments
- Treatment continuations
- Progress checks
Virtual Services
Mark as “Virtual” for:
- Telehealth appointments
- Phone consultations
- Video check-ins
Flexible Services
Leave as “Both” and unset visit type for:
- Services offered both ways
- Services for any patient status
Best Practices
Accurate Classification
- Accurately classify each service
- Helps patients find appropriate appointments
- Reduces inappropriate bookings
Consistent Application
- Apply properties consistently across similar services
- Review periodically as your offerings change
Patient Communication
If a service is restricted:
- Ensure the service description explains requirements
- Consider adding notes about who should book
Troubleshooting
Properties Not Saving
- Ensure you’re logged in with edit permissions
- Wait for any spinners to complete
- Try refreshing the page
Filter Not Hiding Services
- Verify the property is actually set (not just appearing set)
- Check that the service is enabled
- Try different filter combinations
Tags Not Appearing
- Tags only show for non-default values
- “Both” doesn’t show a tag
- Unset visit type doesn’t show a tag
Next Steps
- Service Pricing - Configure price display
- Reordering Services - Arrange service order