Using the Booking Form (Patient Perspective)

When a visitor comes to your booking page, they see a guided, multistep form:

A. Choose Service

List of available services with:

Name

Duration

Price

Short description

They pick the service they want (e.g. “Lab Test: Blood Panel”).

B. Pick Date & Time

A calendar limited by:

Today’s date

Maximum advance days (e.g. next 90 days)

Provider & clinic availability

They choose a date and then select a visible time slot.

C. Enter Their Details

Name, email address, and phone number.

Optional address fields if you enable them.

If they’re logged in, their information can be prefilled.

They may be given the option to create an account for faster future bookings.

D. Add Patient Details

They choose existing patients (if they’ve booked before), or create a new patient record.

For each patient, they can enter:

Date of birth and gender

Allergies

Current medications

Medical notes or conditions

Insurance info and emergency contacts

E. Review & Confirm

They see a summary:

Service, date, time, staff

Their contact info

Patient list

Total price

If deposits are enabled (How much is due now, how much is due at the clinic)

They select a payment method (if you’ve enabled online payments).

They agree to your terms and conditions.

F. Payment & Success Screen

If online payments are enabled, they complete payment via:

Card (Stripe), PayPal, or Klarna.

On success, they see a confirmation message and may receive:

A downloadable confirmation

Email confirmation

A link to manage their bookings or create an account.