First-visit (new patient) policy

1. 1

   Open the professional's page

   In the sidebar, open “Professionals” and click the professional you want to configure.

   
2. 2

   Find “First-visit policy”

   Scroll to the “First-visit policy” section. This controls how new-patient bookings are handled for this professional.

   
3. 3

   Choose the policy

   “No restriction”: any new patient can book. “Limit”: allows a maximum number of new patients per day. “Block”: new patients can't book online (they're directed to call or message).

   
4. 4

   Set the limit and save

   If you chose “Limit”, enter how many new patients per day are allowed. Then click “Save changes”.