The patient booking and onboarding pathway controls how patients book, what they complete before a consult, and which consultation types are available.
Consultation types
Configure your consult types (including price and format) at clinic.medistack.co.uk/consultTypes.
Booking frequency
You can set how often a patient may book a given consult type. This prevents patients booking more frequently than your clinic allows. The limit is expressed in days ("every N days"), so entering 1 means once per day, not once only; leaving it empty means no limit at all.
Limiting a new-patient consult type to a single booking
Each consult type also has separate visibility settings for new patients and existing patients. A consult type that is visible to new patients only (for example a complimentary initial or transfer consult) stops being bookable as soon as the patient becomes an existing patient — so it is naturally a one-time consult type without needing a booking frequency limit.
Check the consult type's Online Bookings toggles: enabled for new patients, disabled for existing patients.
Note that a patient can still create more than one booking of a new-patient consult type while they are still a new patient (before their first consult has happened). Those extras have to be cancelled by the clinic.
The booking frequency limit is evaluated against completed consults within the window, so it does not prevent several upcoming bookings made before any consult has taken place.
Changing the pathway
If you need changes to the onboarding pathway or booking flow, contact [email protected] describing the change.