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HomeAppointments & schedulingControl who can request a booking

Control who can request a booking

Choose open booking, approval-only access, referral access, or closed online booking.

What this feature helps with

Choose open booking, approval-only access, referral access, or closed online booking.

Step-by-step

  1. In Provider Setup, find Booking access.
  2. Choose Open for direct self-booking, Approval required if every request needs your review, Referral only if clients need a code, or Closed if you are not accepting online bookings.
  3. Save and preview the booking page from a logged-out browser to confirm the right experience.

Check your setup

  • A booking request is not necessarily a confirmed appointment.
  • Keep client-facing messages aligned with your approval and payment requirements.