• Naveen S G

Ease your patient's scheduling pain using LeadMonk booking software

Updated: May 17

Boost efficiency by giving the flexibility to your patients to self-schedule online/in-person appointments using their mobile number or email address for consultations. Using LeadMonk booking software, your patients can schedule or reschedule appointments online 24/7. You can minimize no-shows with the help of automated email, SMS, and WhatsApp notifications/reminders.

Follow the below steps to set up your multi-specialty clinic’s booking page:

  1. Create an appointment type for each of the specialist doctors visiting the clinic.

  2. Customize each appointment type by adding the doctor's details [name, specialization, experience in years, etc.], updating the doctor's availability [using availability profile], appointment duration, and appointment mode [online/in-person].

  3. Add invitee questions to the appointment type [if required] to collect the details you want from patients as part of the appointment booking.

  4. Add email/SMS/WhatsApp reminders to the appointment type to reduce no-shows.

Publish your booking page wherever clients find you - Embed LeadMonk on your website or Add LeadMonk to your emails, text messages, WhatsApp, or social media profiles.

You can easily see the appointment history of a patient in LeadMonk – you can filter appointments by name/email address/mobile number/appointment type. You can also export appointments to an excel file for further analysis.

Below is one sample booking page created for a multi-specialty clinic.

As you can see here, patients can see the Doctor’s name and specialization to book appointments directly from the booking page.

Here each doctor’s availability is independent of other doctors’ availability and appointments are booked per doctor (i.e. @appointment type level) based on his/her availability (connected calendar is not referred for free/busy check as the connected calendar is at the clinic level and not at the appointment type level). No double booking happens at the doctor [@ appointment type] level here.

Followed the below steps to create this sample booking page:

  1. Created appointment types for each doctor visiting the clinic. Customized each appointment type by adding the doctor's details, appointment duration, and appointment mode [online/in-person].

  2. Created availability profiles with the doctor’s name [for easy identification] and maintained his/her availability in that profile for consultation. Specified this availability profile in the relevant appointment types created earlier.

  3. In the “Availability and Calendar Preferences” section of the appointment type, the “Standalone” option was selected. This option lets the appointment type behave as a standalone calendar for free-busy availability checks while showing open appointment slots to the patients. In this case, a connected google calendar is used to just add appointments to the calendar and not for availability checks.

  • As patients generally book appointments using their mobile number, I chose “Mobile Number” as the invitee preference to book an appointment. In one appointment type, I choose the “Mobile number or Email” option and in another one, I chose the “Mobile number and Email” option [mainly for representation purposes.].

  • I added email/SMS/WhatsApp reminders to the appointment type to reduce no-shows.

You can clone the appointment type to quickly create new ones with minimal changes such as name, description, and availability profile.

You can add a LeadMonk booking page to your website [using the “Add to Website” option in the LeadMonk] to let your clients book directly from your webpage. A booking/scheduling page can be added to the website through the embed inline option or as a floating button to the website that opens a popup.

You can also manage your appointments on the go using the LeadMonk android app.