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

Module Overview

The Online Services setup allows clinics and practitioners to activate online booking, online service visibility, marketplace access, and online payment workflows inside CompanyOn.

Once activated, clinics can:
• Allow clients to book appointments online
• Publish services online
• Accept online payments
• Sell products online
• Share a public booking URL
• Offer virtual, in-home, or in-clinic services online

The Online Services module connects directly with:
• Calendar
• Services
• Stripe payments
• Marketplace
• Memberships
• Client booking workflows

How Online Services Work

Online Services creates a public booking and service portal that clients can access through a unique CompanyOn URL.

Clients can:
• Book appointments online
• View available services
• Purchase products
• Pay electronically
• Submit online bookings directly into the clinic calendar


Important Requirements

Before activating Online Services:
• Services must already exist
• Practitioners must have schedules configured
• Clinic locations should be configured if applicable
• Stripe integration is required for online payments


How to Activate Online Services

  1. Open the My Business module

  2. Navigate to Online Services

  3. Click Activate Online Services

  4. Create a unique subdomain for your clinic

  5. Save the subdomain configuration


What Is a Subdomain?

The subdomain becomes the clinic’s public online booking URL inside the CompanyOn ecosystem.

Example:
yourclinic.companyon.app
wellnesscenter.companyon.app

This URL is what clients will use to:
• Book appointments
• Access online services
• Purchase products online


Important Notes

• The subdomain must be unique and up to 12 characters only
• Online booking cannot function until the subdomain is created
• The online booking URL becomes publicly accessible once activated


Best Practices

• Use a professional clinic name for the subdomain
• Keep the URL simple and easy to remember
• Verify spelling carefully before saving


How to Publish Services Online

  1. Open the Services module

  2. Select the service

  3. Enable Online Booking

  4. Save the service settings


What Happens Next

• The service becomes visible online
• Clients can select the service during booking
• Practitioner availability controls booking access


Important Notes

• Only enabled services appear online
• Practitioners must be available for scheduling
• Pricing and durations are pulled directly from the service configuration


How to Enable Products for Online Sales

  1. Open the Products module

  2. Select the product

  3. Enable Online Marketplace visibility

  4. Configure shipping or pickup options

  5. Save the product settings


What Happens Next

• Products become visible inside the online store
• Clients can purchase products online
• Stripe processes online payments securely


Important Notes

• Products require shipping or pickup configuration
• Stripe integration is required for online purchases



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