Key Steps
1. Access Brand Settings in the Booking Platform 0:14
Log in to AesthetiDocs and open the Settings tab.
Under External Booking, select Brand Settings.
Use this area to customize what patients will see on the booking platform.
2. Upload Your Clinic Logo 0:48
Click Upload Brand Logo.
Select the correct logo file from your computer or folder.
Confirm the logo appears in the live preview area.
Check that the logo is clear and correctly positioned.
3. Customize Branding, Theme, and Colors 1:23
Choose a theme that matches your clinic branding.
Adjust colors to align with your brand guidelines.
If needed, use hex codes or color selectors to fine-tune individual elements.
Review the preview panel to confirm the design looks correct in real time.
4. Add Clinic Information and Links 2:18
Enter your website URL and any relevant social media links.
Add contact information patients should see during booking.
Write a short description for the top of the booking page.
Add extra details in the About section if needed.
Make sure the information is accurate and patient-friendly.
5. Save Changes and Copy the Booking Link 2:51
Click Save after completing all branding and information updates.
Wait for the changes to apply before sharing the platform.
Copy the booking link from the top of the page.
Share the link on your website, social media, or other patient communication channels.
6. Review the Booking Home Screen 3:16
Open the booking link to view the patient-facing home screen.
Confirm the page displays your booking information and clinic locations.
Check that opening times are visible and accurate.
Verify patients can see the correct location options if you have multiple sites.
7. Configure or Verify Patient Login and Registration Options 3:51
Confirm patients can log in or register using Google or Apple accounts.
Review the sign-up flow to ensure it is simple and streamlined.
Check which fields are mandatory and remove any unnecessary ones if your setup allows it.
Ensure privacy policy acceptance is included before account creation.
8. Confirm Auto-Fill Behavior for Social Logins 4:44
Test Google or Apple registration to verify available details auto-fill correctly.
Confirm first name, last name, phone number, and email populate when available.
Check that patients can complete registration without unnecessary friction.
Make sure the account creation process is working as expected.
9. Select Location and Service During Booking 5:12
Choose the clinic location the patient wants to book at.
Review the list of treatments and services pulled from the admin dashboard.
Select the relevant service, such as a consultation.
Proceed to the next step once the correct service is chosen.
10. Use Dynamic Booking Links for Pre-Selected Paths 5:43
Understand that the booking link changes dynamically as the patient moves through the flow.
Use this feature to share links for specific services or practitioners.
Pre-select common booking paths to reduce the number of steps patients must complete.
Test the link before sharing to ensure the correct service or practitioner is pre-populated.
11. Share Pre-Populated Links for Targeted Booking 6:12
Select the clinic, service, and practitioner you want to pre-load.
Copy the resulting link.
Share it on your website or social media for faster booking.
Use this approach when you want patients to book a specific consultation or new-patient service.
12. Review the Mobile-First Booking Experience 7:01
Check the booking flow on a mobile device.
Confirm the layout is easy to use and responsive.
Verify the process is quick and clear for mobile users.
Make sure the design supports fast booking completion.
13. Check Date and Time Availability Display 7:21
Review the date and time picker.
Confirm availability is grouped into morning, afternoon, and evening slots.
Check that unavailable dates show an X and available dates show the green availability icon.
Ensure the schedule reflects actual clinic availability.
14. Test Waitlist and Next Available Appointment Options 8:02
Select a date with no available appointment slots.
Confirm the patient can join the waitlist.
Test the waitlist options such as today, tomorrow, next week, next month, or a custom date.
Use the Next Available Appointment option to verify it jumps to the next open slot.
15. Verify Payment and Booking Completion 8:41
Review the payment step for treatments that require a deposit or full payment.
Confirm Apple Pay and Google Pay are enabled if applicable.
Test the final Book action to ensure the appointment is created successfully.
Verify the booking is added to the clinic diary.
Cautionary Notes
Ensure all branding, links, and clinic details are correct before sharing the booking page publicly.
Double-check that services and practitioner selections match what is configured in the admin dashboard.
If payment is required, confirm the payment settings are tested before going live.
Review privacy and consent requirements to ensure the registration flow meets clinic policy and legal obligations.
Tips for Efficiency
Use the live preview to catch design issues immediately instead of saving and rechecking later.
Create and save pre-populated booking links for common services to reduce patient booking steps.
Keep the booking flow as short as possible by removing unnecessary registration fields.
Test the full process on mobile first, since most patients will book from their phones.
Prepare a few standard links for website, social media, and direct patient messaging to speed up sharing.