Most of the time, clients will create their own profiles when they book their appointments in online. Every once in a while though, you may need to create a new profile on the fly!
Note 📝: For staff profiles set to Practitioner (Limited), there may be profiles created for clients that you don’t have access to if it’s their first time seeing you. For more information on this restriction, head on over to our Staff Access Levels guide that breaks this down a bit further. Skip ahead to the Additional Notes & Resources for more details.
- Creating a Profile from the Schedule
- Creating a Profile from the Patients tab
- Sending a Welcome Email
- Additional Notes & Resources
Creating a Profile from the Schedule
If you’re looking to quickly book this patient in at the same time as creating their profile, you’ll want to head over to the Schedule tab and select a time to start the process.
Next, within the Appointment Panel, click on the New Patient button
Now you’ll can enter their demographics. While the first and last names are the only required fields, we like to recommend entering contact information as well. Adding an email address will allow them to receive a welcome email, in addition to intake forms, surveys and notifications about their appointments.
Once you hit either the blue Save button or the Save & Send Welcome Email, you’ll be redirected back to the Schedule to complete that booking.
Creating a Profile from the Patients tab
This option is only available to those that have an access level of Practitioner / Front Desk or higher to the account. To start, you’ll want to head over to the Patients tab and then click on the New Patient button in the bottom left.
A new page will open up to the right where you can enter in the patient’s demographics that will be used to create their profile.
Pro-tip💡: All access levels can also create a profile under the Billing tab > New Sale > New Profile area as well.*
Saving & Sending a Welcome Email
Once you have entered all of the patient’s information you can Save their profile. If you have entered an email address, click the Save & Send Welcome Email button. This will send the patient an email, which gives them access to Jane’s online booking site.
Additional Notes and Resources
A Practitioner (Limited) staff member may need to create additional Patient Profiles for existing patients to book an appointment for them, or another staff member with a higher staff access level can book the appointment on behalf of the practitioner. Once the patient is booked in the practitioner’s schedule, the practitioner will be able to book future appointments for the patient. If a duplicate Patient Profile has been made by the Practitioner (Limited) staff member, a staff member with a higher staff access level can merge the Patient Profiles.
Have a patient with a profile created and they’re having a bit of trouble accessing their My Account Portal? Check out our guide doc on Helping Patients Log In 💙