Set Up Reason Groups and Reasons for Online Booking

Appointment reason groups and reason types are used in appointment scheduling, client communication and consultation workflow. Reason groups help to categorise specific appointment reason types so that clients can select from a list of limited options depending on the nature of the visit instead of having to browse a large list of mixed reasons. Reasons allow detailed control and define the available appointment times.

To set up reason groups and reasons, go to Settings > Lists & Templates > Reasons. In the reason settings, select the Available online setting for the reasons that you want to include to online booking.

For detailed instructions on setting up reason groups and reasons, see Setting Up Reason Groups and Appointment Reasons.