Clinic Scheduling Software: Managing Appointments & Online Booking in Embodia
Scheduling is at the core of effective clinic operations. With the right clinic scheduling software, you can streamline patient appointment scheduling, reduce administrative workload, and create a more organized, efficient practice.
This guide walks you through how to use Embodia’s scheduling tools to manage your clinic calendar, set availability, and enable online booking - all within a complete practice management platform for clinics.
Embodia’s scheduling features are designed to support real-world workflows, helping you coordinate appointments, automate processes, and improve the patient experience.
Setting up your clinic
Video tutorial: Step-by-step onboarding video to set up your clinic
Video tutorial: A Guided Tour of Embodia
Welcome to Scheduling on Embodia
Video tutorial: Onboarding checklist
Setting up your services
Setting up your consult settings
Customizing emails sent for consults
Sending questionnaires ahead of, and/or after a consult
Clinic resources
Setting up your statuses
Using patient properties
Practitioner permission to view and manage colleagues' schedule
General scheduling settings
Webhooks to communicate with other applications
Setting up online booking
Video Tutorial: Online booking
Introduction to setting up online booking
Enabling online booking of services
Setting a subdomain
Online booking settings - Who can book
Online booking settings - Sign up form
Online booking settings - Booking request forms
Online booking settings - Pooled availabilities
Online booking settings - Collecting payment information on booking
Overriding the default call to action
Editing your clinic portal homepage
Booking consults
Introduction to booking consults
Video tutorial: Clinical cases on Embodia
Creating a clinical case
Patient booking under a clinical case
Scheduling a consult not part of a clinical case
Using the calendar view
Additional calendar features
Drag-and-drop calendar appointments to change their start time
Calendar settings
Cancelling a consult
Multi-practitioner consults
Changing the consult practitioner