How does the appointment booking process work for a client

  1. Select a Service:
    • Clients begin by selecting the desired service from the provider’s self-booking page.
  2. Fill in General Information:
    • Clients provide general information about themselves or the person they are booking for.
    • Depending on the client’s location, additional details such as medical aid number, medical aid company name, and dependent code may display but are not required.
  3. Choose Date and Time:
    • Clients select an available date and time from the calendar provided.
  4. Book Appointment:
    • After selecting the date and time, clients click the “Book Appointment” button to send the request to the provider.
  5. Receive Confirmation:
    • Once the provider reviews the request, they can accept, edit, or decline the appointment.
    • An email will be sent to the client’s provided email address with details about the appointment, including confirmation or any updates.

Confirmation Process:

  • Pending Review: The client receives an email indicating that their request is being reviewed.
  • Confirmation or Updates: After the provider reviews the request, another email is sent with booking information, including confirmation or any updates.
  • Declined Appointments:
    • If the appointment is declined, an email will be sent to the client explaining the reason for the decline.
    • If a predetermined reason is chosen, this reason will be sent to the client.
    • If “Other” is chosen and a custom reason is typed in by the provider, this reason will NOT be sent to the client but will be viewable by the provider on the platform.
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