Software package

Clinic booking package

Booking by service that checks the practitioner, the room and the equipment at once, with a waiting list, pre-visit intake and a diary that covers every site.

Readiness: Custom build Concept demo

Who it is for

Built for

A good fit

Multi-practitioner clinics and private health centres, from a single building with four or five practitioners and a couple of treatment rooms up to a small group of sites that share staff. It suits practice managers who need one view of people and rooms, receptionists who book all day by service rather than by practitioner name, and practitioners who want their own week on their phone without the rest of the diary.

Not the right fit

It is not for a single practitioner with a secretary, who is better served by the doctor practice package, nor for dental practices, where staged treatment plans and recalls change the shape of the diary and have their own package.

The operational problem it solves

How it runs, step by step

Reception opens the clinic diary at eight.

  1. The columns are practitioners rostered today, and beneath them a second row shows the rooms.

  2. A patient telephones for a minor skin procedure: the receptionist picks the service, and the system offers only times when a practitioner who performs it and the treatment room are both free.

  3. The patient takes Thursday at two; the confirmation goes out and the intake form link with it.

At ten a patient cancels a dermatology slot for this afternoon.

  1. The waiting list holds four people who asked to be seen sooner for that department; the system offers the slot to the first, who accepts from their phone within the time window the manager set, and the gap is filled without a telephone call.

  2. At the second site, the receptionist sees the first site's scanning suite diary read-only and books a scan for a patient who prefers to travel.

  3. In the afternoon a batch of results is marked ready; each patient receives a notice to book a follow-up and nothing else.

  4. The practice manager ends the day with a report of utilisation by room and by practitioner, and a list of intake forms still outstanding for tomorrow.

Features

What the package does

The package is grouped into the public clinic site, the resource and rules engine, booking and the waiting list, intake and notifications, and multi-site administration. Each module below lists its features, and the comparison table shows which package variant includes it.

Content and editorial

  • Services by departmentThe public site groups services by department, with each service linking through to booking.

Bookings and diary

  • Service catalogue with preparation notesEach service has a duration, preparation notes and the room or equipment it needs.
  • Online booking by servicePatients book a service and either pick a practitioner or take the next available one.
  • Waiting list with slot offersWhen a slot is freed it is offered automatically to a patient waiting for one.

Scheduling

  • Practitioner patterns and booking rulesSet each practitioner's working pattern, leave and own booking rules.
  • Multi-site diariesRun diaries for more than one site, with read-only views across sites.

Staff and capacity

  • Room and equipment allocationRooms and equipment are checked when a booking is made, so two patients are never given the same one.

Forms and requests

  • Pre-visit intake formsPatients complete forms before they arrive, and reception can see which are outstanding.

Messaging and notifications

  • Reminders, cancellation and did-not-attendPatients are reminded of appointments, can cancel, and missed appointments are recorded.
  • Results-ready notificationsTell a patient when their results are ready to be collected or discussed.

Compliance and records

  • Role-based access with audit logStaff see only what their role allows, and an audit log records access.

Billing and payments

  • Online payment of fees or depositsTake payment of fees or a deposit when the patient books.

Package variants compared

  • Website
  • Business Software
Which features each package variant includes
Feature Website Business Software
Services by department Included Included
Service catalogue with preparation notes Included Included
Online booking by service Included Included
Practitioner patterns and booking rules Not in this variant Included
Room and equipment allocation Not in this variant Included
Pre-visit intake forms Included Included
Reminders, cancellation and did-not-attend Included Included
Role-based access with audit log Not in this variant Included
Waiting list with slot offers Not in this variant Optional
Multi-site diaries Not in this variant Optional
Results-ready notifications Not in this variant Optional
Online payment of fees or deposits Optional Optional

Roles and permissions

Who does what

  • Practice manager

    • Define departments, services, durations and the rooms or equipment each service needs
    • Set practitioner patterns, leave, sites and booking rules
    • Configure the waiting list window and results-ready notifications
    • Run utilisation, did-not-attend and outstanding-intake reports across sites
  • Receptionist

    • Book, move and cancel by service with automatic room and practitioner checks
    • Offer freed slots to the waiting list or let the system do it
    • See contact details and intake status, never clinical content
    • View other sites' diaries read-only when granted
  • Practitioner

    • See their own week across sites on their phone
    • Read completed intake forms for their patients
    • Mark results ready so the notification goes out
    • Request leave or a pattern change for the manager to approve
  • Department lead

    • Adjust booking rules for their department within manager-set limits
    • See department utilisation and waiting list length
    • Approve which practitioners accept new patients online
  • Patient

    • Book online by service, choosing a practitioner or next available
    • Join the waiting list and accept an offered slot
    • Complete the intake form before the visit
    • Receive reminders and results-ready notices

Example screen

Concept demo

Concept demo of the clinic booking package diary showing practitioners and rooms together, a pending waiting-list offer and a read-only second-site tab.

The clinic diary with practitioner columns above and room rows below, a procedure booked across both, a waiting-list offer pending on a cancelled slot and the second site shown in a read-only tab.

Scope and options

What is included and what is extra

In the base package

  • Public site with services organised by department and linked to booking
  • Service catalogue with duration, preparation notes and required room or equipment
  • Practitioner patterns, leave and per-practitioner booking rules
  • Room and equipment allocation checked at booking
  • Online booking by service, with practitioner choice or next available
  • Pre-visit intake forms with status visible to reception
  • Cancellation, did-not-attend handling and reminders
  • Role-based access with audit log

Common add-ons

  • Waiting list with automatic slot offers
  • Multi-site diaries with cross-site read-only views
  • Results-ready notifications
  • Online payment of fees or deposits at booking

Needs custom work

  • Integration with an existing practice management or clinical system
  • Stored clinical notes under the separately scoped security item
  • Bespoke reporting beyond the standard manager dashboards
See the custom development service

Ownership, maintenance and pricing

After the build

Deployment and ownership

The package runs on hosting the clinic chooses or on hosting we manage, and in both cases the clinic owns the code and the data. Patient contact records, appointments, intake responses and the audit log can be exported in standard formats at any time. Stored data is encrypted at rest, access is limited by role and site, and the retention schedule agreed at set-up is applied automatically.

Maintenance

Maintenance is optional and scoped separately. When taken it covers security updates to the platform and dependencies, monitoring of reminders, waiting-list offers and notification delivery, backups with a tested restore, and a monthly window for configuration changes such as a new room, service or practitioner. Larger changes are quoted as change requests.

Pricing model

Priced per proposal.

The package is priced as a one-off set-up and customisation with optional recurring hosting and maintenance lines. The set-up figure depends on the number of sites, practitioners, rooms and services, the add-ons chosen, the messaging and payment providers connected, how much existing diary data is migrated and whether clinical data is stored. Each line appears separately in the proposal.

FAQ

Frequently asked questions

How does the waiting list decide who gets a freed slot?

By the order patients joined for that department or service, filtered by the slot's practitioner and site. The first eligible patient is offered the slot for a window the manager sets; if it lapses, the next is offered. Reception can also offer a slot by hand.

Can patients choose a specific practitioner?

Yes, when the practitioner's booking rules allow it. A practitioner can be set to next-available only, to accept existing patients only, or to be fully bookable online.

What if two services need the same room?

The room is a resource with its own diary, so the second booking is simply not offered. The manager can add a second room or mark a service as not needing one.

Does it send results to patients?

No. It sends a notice that results are ready and a follow-up should be booked. Transmitting result content would be a separately scoped item with its own controls.

Can it connect to our existing practice management system?

That is custom work and depends on what the existing system exposes. It is scoped on the clinic website development service page rather than included in the package.

Is this a finished product with a live demo?

Not yet. The readiness badge on this page states the real position: it is a custom build assembled from our booking, resource and intake modules for each clinic, and the example screen is a labelled concept demo.

Get a quote for Clinic booking package

Tell us about your locations, the people who will use it and the add-ons you need. We reply with a clear, competitive proposal.

Get a quote for this package