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Member-only Appointments
Member-only Appointments

With the new calendar, you can create appointments that are specifically for existing patients only.

Jahnis LaFaver avatar
Written by Jahnis LaFaver
Updated this week

With the new calendar, you are now able to create appointments specifically for existing patients. To create this type of appointment, please follow the steps below:

  1. Log into Clinical

  2. Click Settings > Appointment Types

  3. Click +Add appointment type or "edit" on an existing appointment type

  4. Toggle of the "Allow non-member to book" option

  5. Click Save

Once the member-only appointment type has been created, only existing members will be able to book this appointment type. When an existing member accesses this booking link from a known/recognized browser, they will not be required to sign-in. They will be able to choose the member-only option and continue with their booking.

These existing member appointments are easily identifiable from your signup page:

If a non-member accesses this booking link, they will see the below screen, prompting them to log into the patient portal. As a non-member, they will not have a log in, and therefore will be unable to book this appointment type.

Please note: existing members who access this booking link from a new browser/unrecognized device/incognito mode will also be prompted to sign into the patient portal before being able to book this appointment type.

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