How do I set up my appointment types and prices?

Your appointment types are the services clients can book with you, such as an initial consultation, a follow-up or a review. Each one has its own name, price, length and attendance mode, and you can attach a form to it.

Add an appointment type

1. Click Settings.
2. Click Services, then Appointments.
3. Click the + symbol.
4. Fill in the details (see below).
5. Click Save.

Clients can now choose this appointment type when they book with you.

The appointment details

• Profession: the profession this appointment is for.
• Appointment name: what clients see, for example "Initial consultation" or "Follow up".
• Appointment description: what clients can expect during the appointment.
• Item Code: the billing code for the service, for example a Medicare or private health item number.
• Attendance mode: choose Online, Phone or In Person.
• This is a free appointment: turn this on for appointments you don't charge for, such as a free discovery call.
• Price: what you charge. If you're registered for GST, turn on GST in your business settings.
• Duration (mins): how long the appointment runs.
• Hidden from public view: turn this on if you only want to book this appointment yourself, so clients can't book it from your listing.
• Medicare claimable: turn this on if clients can claim this appointment through Medicare. See How do I claim Medicare and bulk billing appointments online?
• Attach a form or questionnaire: your clients automatically receive this form when the appointment is booked. See How do I attach a form to an appointment type?

Change an appointment type

Click the appointment type in Settings > Services > Appointments, update the details and click Save.

Changes, including price changes, only apply to new bookings. Appointments that are already booked aren't affected.

Tips

• Price by session length, for example a 60-minute initial consultation and 45-minute follow-ups, each with its own price.
• Discovery calls are free for clients. HealthBank waives the booking fee for discovery consultations.
• Not sure what to charge? See Pricing your services.

Go to Appointment settings in HealthBank →