Where to begin
Log in to the tuOtempO admin zone.
Go to > Setup > Online booking > Online Booking Widget Configuration
Tip: The configuration options govern the behaviour of both the self-service online booking widget for inclusion in your website and the availability search for operators, accessed via Agenda > Go to Search Availabilities.
A. Set up a test view
To monitor any changes you make to your online booking widget, create a link:
http://app.tuotempo.com/mop_customer.php?dbName=tt_[YOURDATABASENAME]
where [YOURDATABASENAME] corresponds to the database which belongs to your specific installation.
To know your database name, go to Setup > Online booking > Online Booking Widget Configuration > (5) Insert in Website and note the value which appears after dbName= in the link contained in the section Location, Resource and Service Filters. Your final link should be similar to this:
http://app.tuotempo.com/mop_customer.php?dbName=tt_04kb
Warning: Session security features in tuOtempO mean that you will not be able to log in both as a patient in your test view and as an administrator. To work around this, it is recommended to open your test view in a separate navigator. For example, open your administration zone in Firefox and your test view in Internet Explorer
B. Search criteria
Search Criteria
1. Starting criteria
The online booking widget permits users to begin their search by up to two different criteria. Use the drop-down menus to select these criteria. If you wish to allow only one initial search criteria, set the second alternative to None.
Example : Most frequently your operators and patients start by looking for a given type of service, but sometimes they will want to begin their search by finding a Doctor. In this case, the first search criteria is Service and the second criteria is Resource.
2. Choose which search criteria to make available
Once the search has begun, a number of complementary options are available to narrow down the search. Experiment with the different options and Save your changes.
a) Show
Check or uncheck to include the criteria in the search.
b) Search type
Experiment with the different options to provide the user experience of your choice.
c) Question
Edit the questions to customise your texts.
d) Answer required
Check or uncheck to make the answer obligatory.
C. Availability
1. Show how to display available slots
Availability can be displayed either as the next five slots that correspond to the chosen criteria, or as summary vision of 7 days beginning with a date chosen by the user. Toggle between the available options to provide the user experience of your choice and Save your settings.
2. Other preferences
a) Show locations map
Check to display a map of available locations.
b) Show service price
Check or uncheck.
c) Add a price notice
Appears as a tool-tip in the header of the Price column of the online booking widget. Check the box and enter your desired text, for example Payment on arrival or Payment after the consultation.
d) Add an availabilities notice
Appears on the availabilities screen prior to booking. Check the box and enter your desired text.
Example : You don't want to allow patients to book online less than 24 hours prior to an appointment, for last minute appointments they should telephone in. Set Booking Rules to up to 24 hours (see below) and add an availability notice : For last minute availability today, call us on 0123456789
D. Preferences
Preferences
1. Booking rules
a) Clients can book up to n hours before
Define the minimum notice for online appointment booking.
b) Allow cancellation up to n hours before
Define the minimum notice for online appointment cancellation.
c) Clients can book up to n appointments
Define the number of appointments allowed per client.
d) Allow online booking by…
Patients who fail to show at more than one in three appointments are defined by the system as unreliable. Use this option limit online booking to just reliable clients.
e) Allow multiple reservations
This option enables a patient to book consecutive services in one reservation.
Example : A clinic offers a routine checkup service that lasts 30 minutes and a personal consultation that lasts 45 minutes. The multiple reservations option enables a patient to book an appointment that lasts 1 hour 15 minutes and includes both services.
2. Registration preferences
For each available field, choose between :
- Deactivated - Not displayed
- Optional - Displayed but not obligatory
- Required - Displayed and obligatory
At least one of eitherMobile or Email is obligatory, for the sending of a password. If you choose Mobile, ensure you have sufficient credits for SMS text messages to be sent.
Warning: The registration form will not be visible if memo communications are not activated. This is to ensure that new users receive their passwords. If you cannot see the new user log-in form, check Set Up > Communication > General Switch for all automatic SMS, Voice, Email: Active
.
a) Do not display registration form
Prevents new users from self-registering on your site.
b) Hide My Profile Page
Prevents users changing their profile details by themselves.
c) Allow family members
Enables multiple patients with the same contact details.
3. Authentication preferences
Select Before the search if you would like patients to login prior to checking availability, Only before making an appointment if you would like allow patients to see availability prior to logging in.
4. Payment preferences
Online payment is possible with a Paypal account. Visit the Paypal website for instructions on how to set one up, go to:
a) Enable Online Payment
- No - Disabled
- Required - Payment is required prior to booking
- Optional - Payment is an option prior to booking
Choose your currency and enter your Paypal account details and Save to activate the service.
b) Online Payment for Selected Services
Warning: You must first activate online booking before configuring this option.
When you have selected payment to be either required or optional, a drop-down menu appears enabling you to decide whether to apply All Services or Selected Services. Save your settings.
Go to > Set Up > Center > Services
Select the services you wish to make available for online booking and Save your preferences.
5. Privacy
The fields used here will be used to populate the privacy document which users are required to agree to prior to using the online booking service.
a) Allow user to disable communications during sign-up
If this option is selected, the patient will have the option to opt out of appointment reminders and other communication services. They will still receive password reminders.
6. Other preferences
a) Regional search radius
If you allow users to search for a center by geographical proximity (see Search Criteria above), this option defines the radius of the search.
b) Referring doctor
If this option is selected, the name of the patient's referring doctor will be asked for at the time of booking. Choose between making this field optional or obligatory.
c) Display a list of services with waiting times
When this option is selected, a list of available services and their waiting times is displayed prior to the beginning of the search.
d) Add a note to the reservation summary
This field can be used for notes that apply to all appointments. For notes that are specific to a given type of appointment, see the tuOtempO memo tutorial.
E. Style
Choose style
1. Choose a style
Select from the available styles and observe the results in the preview window or on your online booking widget.
2. Choose a color set
Select from the available colors and observe the results in your online booking widget.
Warning: Because of page caching, changes made to colours do not immediately show in the preview window. Use your online booking widget to observe the changes.
3. Customize texts and backgrounds color
Use these options to create an entirely personalised color set. Follow the Modify Font Colors, Modify Borders and Background Colors and Advanced Settings dialogues.
F. Inserting a tuOtempO online booking widget into a website
1. Choose your option
Two methods are available for inserting the widget, iframe and Lightbox
a) Iframe
- Integrates directly inside a web page on your site
- Is the easiest and quickest option for those with no coding experience
- Requires a containing area that is at least 700px wide
b) Lightbox
- Creates a pop-up overlay on top of the existing website
- Requires editing the website header
c) How to choose
The difference between the two methods is in the user experience.
An iframe integrates seamlessly within a web page, making it easy to surround the booking module with materials that may encourage the user during the booking process, for example photographs, texts, testimonials, helplines or practical information.
An iframe goes inside a web page
A lightbox appears on top of the web page, creating a tighter focus on the booking process itself.
A lightbox overlays the website
Our Advice: If you do not have the ability to edit the header area of your website (or if you don't know what the header is), you should use the iframe method. If you do not have a containing area that is at least 700px wide, you should use the lightbox method. Otherwise, the decision should be based on the user experience that will be the most appropriate for your patients. As iframes are integrated into the surrounding site, the resulting environment may be more reassuring. Lightboxes create a more focused experience. Where possible, deploy both methods and ask a panel of users which they prefer or run A/B testing to discover which solution generates the most bookings for your establishment.
2. Get ready
Whatever option you choose, you will need to know your instance name, the unique identifier of your establishment's account in the tuOtempO system.
a) You have access to the tuOtempO administration zone
If you have password access to the tuOtempO administration zone, login:
and follow the instructions below to copy the sample codes. They will automatically contain your instance name pre-filled correctly.
b) You do not have access to the tuOtempO administration zone
If you do not have access to the administration zone ask your tuOtempO representative for the name of your instance. You will then be able to insert it directly in the sample code provided below.
3. Inserting an iframe in your website
Choose one of the following two methods:
a) You have access to the tuOtempO administration zone
Go to > Setup > Online booking > Online Booking Widget Configuration > Insert in website
Select Open in the section Insert the module in a page of your website and copy and paste the code provided into the website page of your choice.
The code will be pre-filled with the name of your instance
Warning: If you are using a web CMS system, for example WordPress, you should paste the code in the raw text editor and not the visual editor.
b) You do not have access to the tuOtempO administration zone
i) Copy the text below into a text editor.
<iframe id="mop_iframe" style="margin-left: 0px; width: 700px; height: 1000px; border: 0px;" name="mop_iframe 240 320" frameborder="0" scrolling="no"></iframe><script type="text/javascript">// <![CDATA[var mop_source = "http://app.tuotempo.com/mop_customer.php?dbName=tt_myinstance";// ]]></script><script type="text/javascript" src="http://app.tuotempo.com/js/mop_loader.js.php"></script>
ii) Replace myinstance with the name of your instance (ask your tuOtempO representative for the name of your instance).
iii) Paste the resulting code in the web page of your choice.
4. Inserting a lightbox in your website
Choose one of the following two methods:
a) You have access to the tuOtempO administration zone
Go to > Setup > Online booking > Online Booking Widget Configuration > Insert in website
Header Code
Select Open in the section Open the online booking module with a buttonand copy and paste the code provided into the website page of your choice, just before < /head>.
Copy first the head code then the body code
Body Code
Copy and paste the second block of code into the body of the website page of your choice, where you want to place the button.
Warning: If you are using a web CMS system, for example WordPress, you should paste the code in the raw text view and not the visual view
b) You do not have access to the tuOtempO administration zone
Header Code
i) Copy the code below into a text editor.
<script type="text/javascript">// <![CDATA[var mop_source = "http://app.tuotempo.com/mop_customer.php?dbName=tt_myinstance";// ]]></script><script type="text/javascript" src="http://app.tuotempo.com/js/mop_loader.js.php"></script><script type="text/javascript" src=" http://app.tuotempo.com/js/mop-iframe-wrapper.js" language="javascript"></script>
ii) Replace myinstance with the name of your instance (ask your tuOtempO representative for the name of your instance).
iii) Paste the resulting code into the header of the web page of your choice, just before < /head>.
Body Code
Copy and paste the following block of code into the body of the website page of your choice, where you want to place the button.
<a id=”mop_link” mop-height=”600px” mop-width=”800px” href=” ” onclick=”return false;”> Book </a>
5. Filters
You can filter results that the patients will see in the online booking widget by location, resource (doctor) and group of services. Portal websites can also filter results by member. To apply filters, you need to add a few words to the code that you embedded in your page. These features are useful in the following example situations:
- Filter by resource - Practitioners work at the same clinic but also have their own personal web page. On the main welcome page of the clinic site there is a widget without filters for all practitioners. On the personal profile page of each practitioner, there is a widget that has been filtered to show just the availability of that practitioner.
- Filter by group of service - A website contains a page devoted to a specific group of services (eg. Cardiology). Visitors to this page need to search for availability just for that group of services.
- Filter by location - An establishment is made up of different departments, each with their own mini-website. On the mini-website of the department, patients need to search for availability just within the department concerned.
- Filter by Member - A portal website contains both a metasearch for availability in all the member establishments and dedicated pages for each individual establishment. On the dedicated page, patients should be able to search for availability just at the establishment concerned.
a) Filter by resource
Use the variable resourceName and insert the resource's name. In the case of identical surnames, specify resource name and surname, separated by a space.
Examples
http://app.tuotempo.com/mop_customer.php?dbName=tt_myinstance&resourceName=Smithhttp://app.tuotempo.com/mop_customer.php?dbName=tt_myinstance&resourceName=Jane Smith
b) Filter by group of services
Use the variable typologyTitle and insert the title of the group of services concerned
Example
http://app.tuotempo.com/mop_customer.php?dbName=tt_myinstance&typologyTitle=Radiology
c) Filter by location
Use the variable areaTitle and insert the title of the location concerned.
Example
http://app.tuotempo.com/mop_customer.php?dbName=tt_myinstance&areaTitle=WestWing
d) Filter by Member
Use the variable member_name or member_code and insert the name or code of the member concerned.
Example
http://app.tuotempo.com/mop_customer.php?dbName=tt_myinstance&member_name=Beech Treehttp://app.tuotempo.com/mop_customer.php?dbName=tt_myinstance&member_code=N12345
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