This guide covers the detailed configuration options for institutional settings.

It provides an overview of calendar display modes, fine-tuning the booking process, and managing marketing and Search Engine Optimization (SEO) settings. Properly configuring these parameters helps eliminate calendar gaps, minimizes administrative errors, and enhances the patient experience.

Main Content

Language Settings

The system allows the configuration of a primary and a secondary language.

Impact: When a secondary language (e.g., English) is enabled, specific fields must be completed in both languages.
Affected areas: Examination names, additional email information. This ensures that both the patient interface and the admin panel display correctly in the selected languages.

Calendar Configuration

Calendar display can be categorized into two main types:

Normal: Offers time slots at fixed intervals (e.g., every 20 or 30 minutes) starting from the opening time.
Continuous: The system attempts to fill gaps. It always shows the first available time slot immediately following previous bookings to avoid idle time.

Calendar Limits and Resources

Overview Calendar Boundaries: Set the earliest and latest visible times in the calendar (e.g., 8:00–18:00). This prevents empty space from cluttering the interface.
Room Utilization: If multiple doctors share the same room, enabling this feature prevents double bookings. When a booking is made for one doctor, the designated room is automatically marked as occupied in the other doctor's calendar for that time slot.

Booking Settings

Patient Comments: Configure whether patients can write comments during booking and if this field is mandatory.
Email Confirmation: If enabled, patients must enter their email address twice to prevent typos.
Preliminary Data Request: A link sent in the confirmation email allows patients to pre-fill their details, speeding up the check-in process at the reception.
Price List Link: Instead of showing a fixed price, a link to an external URL can be set for examinations.
Referral and Insurance Management: Mandatory recording of referring doctors or insurance details can be enforced for internal bookings by administrators.

Marketing and SEO Settings

Google Tag Manager (GTM): By entering a GTM ID and enabling e-commerce flow tracking, marketing campaigns and conversions become measurable.
Search Settings: Customize the meta title, keywords, and description of the booking interface for Google search results. The image displayed in search engines (meta image) is also configured here.

Administrative and Technical Functions

Internal Statuses: Custom statuses (color-coded) can be created to track the reservation workflow.
Reservation Labels: Short text labels (e.g., "VIP", "Urgent") can be assigned to bookings, visible when hovering over the reservation in the calendar.
Custom Email Server (SMTP): Instead of the system's default server, the clinic’s own SMTP server can be configured for sending patient notifications.

Tips

Tip: Use the "Continuous" calendar type if the goal is to maximize calendar density and minimize gaps.

Tip: Room utilization tracking only works correctly if the calendar accurately specifies which doctor is in which room at any given time.

Tip: When filling out SEO fields, use descriptive titles as they directly impact how the clinic appears on Google search result lists.

Summary

The calendar type determines whether appointments are offered at fixed intervals or seamlessly.
Room management prevents double bookings for the same physical space.
The booking process can include email verification and preliminary data submission.
The system can be integrated with external marketing tools (GTM) and custom email servers.