Settings

The Settings page controls the look, feel, and behavior of your scheduling widget — from branding and embed codes to confirmation screens, referral tracking, and payment collection.

Settings Tabs

Tab	Purpose
Appearance	Logo, practice name, contact info, and widget styling
Widgets	Embed codes and widget placement options
Confirmation	What patients see after they book
Others	Scheduling rules and miscellaneous options
Referrer	Track how patients found your practice
Payment	Collect deposits or copays at booking time
Clinic	Multi-clinic management and location details
Messages	Appointment messaging configuration

Appearance

Controls the branding and contact details displayed on your widget.

Fields

Practice Logo — Appears at the top of the widget. Upload your logo in PNG or JPG format.
Practice Name — The name patients see during booking.
Practice Phone — Displayed for questions. Use your main scheduling line.
Practice Email — Shown as a contact option on the widget.
Display Address — Your physical location. Useful for multi-location practices.
Practice Details — Free-text area for hours, parking info, or any additional context.

A live preview panel on the right side shows exactly how your widget looks on mobile and desktop as you make changes.

✅ Tip: Always check the mobile preview before going live. Over 60% of patients book from their phones.

Widgets

This tab provides embed codes for placing the scheduling widget on your website, landing pages, or social profiles.

Options include:

Inline embed — Paste the HTML snippet directly into your site
Popup/modal — Trigger the widget from a button click
Direct link — A standalone URL you can share via email, SMS, or social media

Copy the snippet and paste it into your site's HTML, or share the direct link.

Confirmation

Customize the success screen patients see after booking.

Confirmation message — The text shown immediately after a successful booking
Redirect URL — Optionally redirect patients to a specific page after booking (e.g., a "thank you" page or intake form)

Others

Miscellaneous scheduling rules that affect widget behavior:

Scheduling window limits (how far in advance patients can book)
Buffer time between appointments
Same-day booking restrictions
Other practice-wide scheduling policies

Referrer

Configure referral source options so you can track how patients found your practice. Options you add here (e.g., "Google Search", "Friend/Family", "Facebook", "Insurance Website") appear as a dropdown during booking.

📘 This data feeds directly into the Marketing ROI module, letting you connect acquisition channels to actual booked appointments.

Payment

Enable deposit or copay collection at booking time.

Stripe integration — Connect your Stripe account to process payments
Deposit amount — Set a fixed deposit amount or percentage
Payment messaging — Customize the text patients see at the payment step

⚠️ Test your payment flow with a small amount before going live. Ensure patients see clear messaging about what they're being charged and when.

Clinic

For multi-location practices, manage clinic details here:

Add and edit clinic locations
Set location-specific contact info
Control which locations appear on the scheduling widget

Messages

Configure appointment-related messaging settings that apply across all templates:

Default messaging preferences
Communication channel priorities (email vs. SMS)
Opt-out handling

📘 For individual message customization, see Templates.

Insurance — Manage accepted carriers shown during booking
Reasons for Visit — Define what patients can book through the widget
Providers — Control which providers appear in the widget
Templates — Customize individual message content