Previewing the appointment request widget

Previewing your appointment request widget helps you understand how prospective clients will experience booking through the appointment request widget on your external website, including how the widget behaves for new versus existing clients.

Note: For more information on adding the widget to your external website, see Adding the appointment request widget to your website.

To preview the appointment request widget:

1. Navigate to Settings > Scheduling and inquiries > Widgets
2. Click Preview Widget

If you’re part of a group practice, click the eye icon next to your name to preview your clinician-specific widget.

Note: If you want clients to land on a specific clinician’s booking page, rather than choose from a list of clinicians, you can share a clinician-specific request link instead. To learn more about clinician-specific links for group practices, see Managing clinician-specific scheduling and contact form links.

Please keep in mind that the appointment request widget is intended for prospective clients. This means that:

• New clients will be able to request an appointment directly from your website via the appointment request widget.
• Existing clients will be redirected to sign in to the Client Portal, where they can request an appointment. This way, the appointment will be connected to their existing client profile.

Note: To learn more about how clients can request appointments through their Client Portal, see Viewing and requesting appointments in the Client Portal.

Here's what a new client will see when they click the appointment request widget on your website:

1. If there are multiple clinicians in your practice, the client will be prompted to select a clinician

Note: To customize how new clients search for and select clinicians when requesting an appointment, see Client Portal permissions.

2. They'll be able to choose from the services you've decided to offer new clients

3. New clients can then select a location
   • If you have one location, they must select it to move to the next step

4. Next, they can determine which date and time will work for them based on your availability
   • Depending on your set availability, they can view and select a date in another month by clicking the navigation arrows on the calendar
   • Once they choose a date, they can view available appointments by time of day
   • For more information on setting your availability, see Managing your availability blocks

Note: If clients see that a Call to request is required, they won’t be able to request an appointment without contacting you directly. To learn how to enable or disable this requirement, see Managing services for online appointment requests.

5. Once the client has selected a date and time, they can answer prescreener questions
   • To learn more about the prescreener, see Setting up and managing your prescreener

6. Next, they'll select Who would be receiving care?

7. Lastly, they'll enter demographic and contact information required to request an appointment

For more information on setting up online appointment requests and sharing documents, see these guides:

• Sending intake forms and documents to clients
• Enabling online appointment requests