FlexSchedule Settings

Online Scheduling URL

• This is the website/link your patients will be redirected to.
• You can include these links inside of your automation (text/email) 
• In my example my website would be: https://flexbook.me/JohnDental
  • If the URL you choose is already in use, you'll be presented with a red box
  • If the URL is available you'll be presented with a green box.

Create Website Widget

• You can utilize this button to provide to your website designer/team.
• There is a script that can be added to your website.
• There is also a function to be added to whichever element you're using (click-able button, etc.)
• Both of these are plug and play (copy and paste).

Create Tracking Links

• Tracking links can be used to monitor the traffic (or how many patients use your links) on different pages or sites that you maintain.
• Simply select the 'setup tracking links' button, and enter in unique URLs for each page you use. 
• Example: 
  • If I have one social media page, I may choose to use /social media as one of my links (see image below)
• After creating your links, you or your website designer will want to insert the correct link for the correct sites/pages.
• To check your traffic you can use the huddle/reports icon on the Flex main page, and click on FlexSchedule (make sure to hit search for your results).

Custom Redirect URL

• 💡ProTip: Enter your office website or popular webpage to route your patient back to after booking.
• On the booking confirmation page, a countdown from 5 appears. Once lapsed, your patient is taken to the URL designed in your settings. 
• This step is optional. If a URL is not entered, patients can rebook through FlexSchedule. 
• For a deeper look, check out this guide: FlexSchedule Redirect↗️

Set Accent Color

• To maintain branding through your FlexSchedule website, select your color here.
• You can choose any color you'd like, we suggest selecting one that matches your practice's color scheme.

Practice Photo

• This photo will be used as a 'preview' in your FlexSchedule landing page for your patients.
• We suggest using an image of your waiting room, or a picture that shows the practice's interior.
• If you remove your image, the accent color above will show behind your logo.

Enable Online Scheduling For The Following Operatories

• This drop down allows you to select which operatories you want to include in online scheduling.
• Any operatories not selected will show no availability, despite your schedule or actual availability. 

Default Provider

• If a new patient creates an appointment, Flex will reference this selected provider as their default provider.

Allow Online Scheduling For The Following Days

• Select the days of the week you wish to allow patients to schedule on.
• Availability will be decided by your practice management's schedule, and provider schedule, as well as FlexSchedule's settings.

Hide Practice Logo

• Decide if you want your practice logo to show on top of (and centered on) your practice image while patients are creating their appointments.

Treat all blockout types as 'non-schedulable'

• If your practice utilizes block scheduling, and have this setting enabled, then Flex will treat every blockout as "unavailable" in terms of online scheduling. 

Enable Multi-Office Mode

• With this enabled, your patients will be able to select from multiple locations that your practice manages. 
• This also means all patients will be brought to one 'parent' or main landing page up front, and then they need to select where they want to schedule. 
• Flex Support is needed to finalize this setting. Contact us right away to designate your parent location. 

Allow for FlexSchedule Translation

• Spanish was added to FlexSchedule in version 6.9.0 and is available to all FlexSchedule users.
• For a detailed walkthrough, view this article: FlexSchedule in Spanish↗️

Do you have insurance?

• This toggle controls whether the insurance question is displayed on your booking page.
• To learn more about setting up display messages based on insurance carrier, visit this guide: Insurance Setup↗️

Jump to Calendar View         

• This setting was added in version 7.20.0 and is available to all FlexSchedule users.
• With this toggle enabled, intelligent scheduling is bypassed. Your patient is brought directly to the calendar rather than being routed through appointment options. 

Next Steps

To continue setting up your FlexSchedule page, check out the helpful guides below:

• Provider Setup↗️
• Appointment Types↗️
• Enable Appointment Clustering↗️
• What Is Merging Operatories?↗️
• Enable Flex Nudge↗️

You are all set!

If you found this information helpful, please like and/or comment below!

If you have questions, please contact Flex Support.

Thank you!