Add a priced offer for patients to book

An offer is a priced, searchable appointment type — the kind of appointment new patients can find on the marketplace and book directly with you. You'll need a service category, name, fee and inclusions / terms wording.

What you'll need

• A service category that fits the appointment.
• The total fee you'll charge.
• A short inclusions list and any terms or disclaimers.
• Optional: a default duration, a consult fee component, the No Gap flag.

Steps

1. Go to Setup → Appointment Types.
2. Click Add Appointment Type in the top-right.
3. The dialog opens on the Offer Type tab.
4. Pick the Service Category — start typing if there are many. Picking a category with a template will reveal a Use template button next to Inclusions and Terms.
5. Enter the Name (e.g. New Patient Comprehensive Exam). The portal auto-capitalises titles; you can undo if you don't like the change.
6. Set the Default Duration (in minutes) if you want one. Optional but helpful — practitioners can override it.
7. Fill in Inclusions. Click Use template if you'd like to start from a template.
8. Fill in Terms / Disclaimer. Same template option.
9. Set the Total Fee in dollars and cents.
10. Set the Consult Fee if part of the total fee is a consult charge that's already included. Leave blank if not. The consult fee must be less than or equal to the total fee.
11. Tick No Gap if this offer has no out-of-pocket cost for patients with health insurance.
12. Click Save. You'll see "Offer created successfully" and the dialog closes.

The new offer appears in the appointment types table.

After adding an offer

• The offer is not yet bookable — you also need to enable it on at least one practitioner. Go to Practitioners, edit a practitioner, scroll to the Appointment Types card and switch the new offer on. See Choose which appointment types a practitioner can do.
• If you're integrated with a PMS, you'll also want to map this appointment type to its PMS equivalent on each practitioner. See Map appointment types to your PMS.

Tips & things to watch for

• The total fee field is a currency input — type the dollar amount and decimals as normal.
• Picking the wrong service category is the most common mistake. The category drives search visibility, so spend a moment getting it right.
• See What makes a great offer for advice on writing inclusions, terms and the name.

Related articles

• Offer types vs custom types — what's the difference
• What makes a great offer
• Service categories and their templates
• Choose which appointment types a practitioner can do