Home > Online Booking (myStratus ONLY) > Online Booking Set up - Additional FeaturesOnline Booking Set up - Additional Features
There are several fields in your database related specifically to online booking.
Column Chooser - Use the column chooser to add these fields to your hubs. See also: Customizing the Hubs
Filter Builder - Build filters for your clients and sessions based on these fields. See also: Filters
HTML Email Builder - Merge these fields into your HTML email templates. See also: HTML Email Builder
Form Letter Builder - Merge these fields into your form letters. See also: Form Letter Builder
Sessions Hub - Search by Online Booking Number using the Search tool on the ribbon. See also: Sessions Hub
From within the email builders (HTML Email Builder and Form Letter Builder), you can insert multiple merge fields into your emails. These fields will automatically populate with a client's information. You can access the email builders at Tools > Design Tools. Follow the below instructions from within the builders. Go to Insert > Data Fields > Online Booking: New Appointment URL - This link will automatically log a client into the online booking portal so they can book an appointment. This URL bypasses the login screen. New Session URL - This link will automatically log a client into the online booking portal so they can book a session. This URL bypasses the login screen. New Organization Appointment URL - This link will automatically log a client into the online booking portal so they can book an appointment following their set Organization's settings. See also: Online Booking for Organizations. New Organization Session URL - This link will automatically log a client into the online booking portal so they can book a session following their set Organization's settings. See also: Online Booking for Organizations. Go to Insert > Data Fields > Client: Online User Name - Lists the set user name this client needs to use to access the online booking portal Online Password - Lists the set password this client needs to use to access the online booking portal
This trick works with users who import a list of clients before notifying them of the online booking portal, such as a list of students from a school. Go to Maintenance > Preferences > Company Preferences > Clients tab. From this tab, check the box to Auto Set Client Status when a client books a session or records an invoice and choose a different client status from what the other clients in the group have, (e.g. Customer). Click OK to save the Company Preferences. Now, when clients book their first session online, their client status will automatically be advanced because they've actually booked something. When you need to distinguish between which clients have yet to book a session, go to Tools > Design Tools > Filter Builder. Click the + icon to create a new filter. Leave it on the Clients data type, and give it the criteria Client - Client Status is NOT Equal to *Customer* (Replace *Customer* with the Client Status you set up in the Company Preferences). This filter will pull up all clients who have not already booked their session, and it can be used in the Communication Wizard to send these clients an email reminder to book their session.
Maintenance > Session > Session Types > Online Booking tab Auto-Remove conflicting time slots upon booking - Check this box if you want Stratus to automatically remove any conflicting time slots if one time slot is booked. For example, let's say the you have one 60 minute time slot with two 30 minute time slots in the same time period. If a client books the 60 minute time slot, then the two 30 minute time slots should now get deleted. If later the session is cancelled, all three time slots should reappear.
This feature does not only apply to sessions/appointments booked online. Any client may cancel/reschedule their session/appointment online using the link.