How to set up your online services page (online forms, online booking, patient portal)

How to Activate Online Services

  1. Click on your profile photo (or initials) in the top right corner of the screen.

  2. Select "My Business" from the dropdown menu.

  3. Scroll down to the "Online Services" field at the bottom of the page.

  4. Enter your subdomain name (maximum 12 characters).

  5. Click "Save" at the bottom of the page.

How to Publish Services Online

  1. Click on your profile photo (or initials) in the top right corner of the screen.

  2. Select "Services" from the dropdown menu that appears.

  3. Click on the name of the service you want to publish.

  4. Toggle "Show on online booking" to Show.

  5. Click "Save".

How to Enable Products for Online Sales

  1. In the left sidebar, click on "Products" (shopping cart icon).

  2. Click on the name of the product you want to publish or create a new product with the Create Product button.

  3. Complete or review the product fields:

    • Code, Name, Serial #/SKU

    • Cost price and Selling price

    • Inventory quantity

    • Check applicable Taxes: PST, GST, HST, or IVA

    • Add a Description if applicable

    • Click "Select File" to upload a product image

  4. Toggle "Show product online" to Show.

  5. Click "Save".


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