A practitioner's initial treatment is the appointment type patients see when browsing Practitioner Search. Setting this to the right treatment ensures new patients book the most appropriate session for a first visit.

Instructions

To set a practitioner's initial treatment in Practitioner Search, follow these steps.

If you have Full Access or above

1. Go to Settings > Practitioner Search.
2. Locate the practitioner you'd like to update in the opt-in menu.
3. Select the preferred treatment from the practitioner's initial treatment drop-down menu.
4. Click Save.

If you are a practitioner setting your own initial treatment

1. Go to your Staff Profile.
2. Click Edit/Settings.
3. Click Practitioner Search.
4. Select your preferred treatment from the initial treatment drop-down menu.
5. Click Save.

What to Expect

The updated initial treatment will appear in Practitioner Search within 3 hours of saving. Patients browsing your profile will see this treatment and its available times when considering booking with you.

Important Notes

• Choose a treatment that's appropriate for a first visit, such as an initial consultation or your most commonly booked new patient appointment type.
• If you offer sessions of different lengths, we'd recommend selecting a 60-minute session or your most frequently booked appointment type for new patients.
• Only treatments with online booking enabled will appear as options in the initial treatment drop-down menu.

Related Guides

• Practitioner Search Hub
• How to Enable Practitioner Search for Your Clinic
• How to Track Bookings Made Through Practitioner Search