Online Booking Overview
What is Online Booking?
Online Booking is a standalone booking portal that connects directly to your OutSmart practice management system. Patients can:
- Browse your services and team members
- Check real-time availability
- Book appointments instantly
- Complete intake forms automatically
- Pay deposits or save cards on file
All bookings sync directly to your OutSmart calendar, with full patient records created automatically.
Key Features
Beautiful, Responsive Design
Your booking page looks great on any device - desktop, tablet, or mobile. Patients get a smooth, professional booking experience that reflects your brand.
Custom Branding
Make the booking page yours with:
- Custom colors - Match your brand’s primary and secondary colors
- Hero images - Showcase your clinic with a large header image
- Logos - Display your office logo prominently
- Social media links - Connect patients to your social profiles
Flexible Booking ModesOnline Booking supports two different modes based on your practice needs.
| Mode | Best For | URL Example |
|---|---|---|
| Office Priority | Clinics with multiple practitioners | booking.outsmartcare.com/yourclinic |
| Practitioner Priority | Solo practitioners or personal branding | booking.outsmartcare.com/drsmith |
Real-Time Availability
Patients see only available time slots based on your actual calendar availability. No double-bookings, no phone calls needed.
Service Categories
Organize your services into logical categories (e.g., “Assessments”, “Follow-ups”, “Treatments”) with drag-and-drop ordering.
Smart Patient Management
- Returning patients can log in to book faster
- Patient profiles remember information for repeat bookings
- Family booking allows parents to book for children
Payment Integration
Collect deposits or save cards on file during booking, secured through OutSmart Pay.
Intake Forms (SmartForms)
Automatically assign intake forms when patients book specific services. Forms are ready and waiting in the patient portal.
Two Booking Modes Explained
Office Priority Mode
When patients visit your clinic’s booking page, they see:
- Your clinic’s branding and hero image
- “Our Team” tab showing all practitioners
- “Our Services” tab showing all available services
- Option to select a specific practitioner
Best for: Multi-practitioner clinics, medical offices, therapy centers
Practitioner Priority Mode
When patients visit a practitioner’s booking page, they see:
- The practitioner’s profile and credentials
- “My Services” tab showing that practitioner’s services
- “My Locations” tab if they work at multiple offices
Best for: Solo practitioners, consultants, specialists with personal brands
How Patients Book
The booking flow is simple and intuitive:
- Select a Service - Browse available services by category
- Choose a Time - View available dates and time slots
- Enter Information - Provide patient details (or log in)
- Complete Questionnaire - Answer any pre-booking questions
- Review & Confirm - Accept terms and policies
- Payment (if required) - Pay deposit or save card
- Confirmation - Receive booking confirmation
What Happens After Booking
When a patient completes a booking:
- Appointment Created - Added to your OutSmart calendar
- Patient Record - Created or updated automatically
- Intake Forms - Assigned if linked to the service
- Notifications - Confirmation sent to patient
- Payment - Deposit processed or card saved (if configured)
Getting Started
Ready to set up Online Booking for your practice?
- Prerequisites - What you need before enabling online booking
- Setting Up Your Booking Handle - Create your custom booking URL
- Accessing Your Booking Page - View and share your booking link
- Edit Mode Basics - Learn how to customize your page
Need Help?
If you have questions about Online Booking:
- Contact us at contact.outsmartemr.com
- Check the troubleshooting section in this guide
- Review the FAQ for common questions