Creating video appointment types
To host video consultations within WriteUpp, you first need to create specific appointment types that are used to book video consultations into your diary. Defining these appointment types as Video will tell WriteUpp to generate and save the unique video access link against the appointment at the time of booking.
Appointments can only be specified as Video at the point they are created. You can't edit an existing appointment type to change it to a video session. Likewise, if you want to make a video appointment not video, you'd have to recreate it from scratch and delete the video one
To create a video appointment type:
Go to Main Menu -> Settings -> Scheduling -> Appointment Types and click on Create New Appointment Type
Complete the fields displayed.
You'll need to enter:
A name, for example Initial Video Consultation
A type, Client/Patient Appointments only for a video consultation
The duration of the appointment in minutes
An optional buffer time, which extends the length of the appointment in your diary to leave a gap between appointments
The cost associated with the appointment and if it is a Fixed rate or Hourly rate
If the appointment type is your default appointment type
Video must be set to Yes to indicate that the appointment takes place online via WriteUpp's video consultation platform
An optional ISC code, if relevant
The locations at which it will be available, if you work across multiple locations (this will be important for online booking)
The users who will offer the treatment, if you have more than one user within your site (again important for online booking!)
When booking appointments into your diary, either standard or video, all appointment types are listed together, therefore we'd recommend using the word Video in the name of all your video appointments, so you can easily identify them
Once you've entered all the required information, click Save
You'll then see the new appointment type listed
If you'd like to allow your clients to book video appointments online, you'll also have to make the relevant appointment types available in Online Booking! More about that here
Appointments can only be specified as Video at the point they are created. You can't edit an existing appointment type to change it to a video session. Likewise, if you want to make a video appointment not video, you'd have to recreate it from scratch and delete the video one
To create a video appointment type:
Go to Main Menu -> Settings -> Scheduling -> Appointment Types and click on Create New Appointment Type
Complete the fields displayed.
You'll need to enter:
A name, for example Initial Video Consultation
A type, Client/Patient Appointments only for a video consultation
The duration of the appointment in minutes
An optional buffer time, which extends the length of the appointment in your diary to leave a gap between appointments
The cost associated with the appointment and if it is a Fixed rate or Hourly rate
If the appointment type is your default appointment type
Video must be set to Yes to indicate that the appointment takes place online via WriteUpp's video consultation platform
An optional ISC code, if relevant
The locations at which it will be available, if you work across multiple locations (this will be important for online booking)
The users who will offer the treatment, if you have more than one user within your site (again important for online booking!)
When booking appointments into your diary, either standard or video, all appointment types are listed together, therefore we'd recommend using the word Video in the name of all your video appointments, so you can easily identify them
Once you've entered all the required information, click Save
You'll then see the new appointment type listed
If you'd like to allow your clients to book video appointments online, you'll also have to make the relevant appointment types available in Online Booking! More about that here
Updated on: 17/06/2022
Thank you!