It gives pet owners a clean, simple, three-step flow to request and confirm appointments — while giving your clinic full control over availability, deposit rules, visit types, and approval requirements.

Online Booking reduces phone volume, improves scheduling accuracy, and ensures appointments flow directly into your ClinicOS schedule with zero manual entry.

Everything is branded to your hospital — not PawthosX — so clients experience Online Booking as an extension of your clinic.

How Online Booking Works (Client Experience)

The booking flow is always three steps:

1. Identify the Client

Clients begin by entering their:

• phone number

• email

• or logging in via the MyPet App

If they are an existing client, ClinicOS:

• matches their phone

• surfaces their pets

• displays their household

If they are a new client, they:

• enter basic client info

• enter patient info

• confirm details

Your clinic controls whether new clients can book automatically or require approval.

2. Select Appointment Type & Time

Clients choose:

• appointment type

• preferred provider (optional)

• date

• time

Options shown to the client depend on ControlHub → Clinic Settings:

• allowed appointment types

• provider availability

• blocked times (lunch, meetings, surgery blocks)

• species restrictions

• appointment length

• deposit requirements

• new-client restrictions

• booking horizon (how far out clients can book)

ClinicOS only shows valid times that align with your clinic’s schedule.

3. Confirm & Submit

Clients review:

• appointment details

• location

• provider (if chosen)

• deposit (if required)

• any pre-visit instructions

If deposits are enabled:

• Payment is collected immediately

• Invoice logs into ClinicOS

• Booking completes only after payment succeeds

After submission:

• Clients receive a confirmation (SMS/email/MyPet)

• The appointment appears instantly in your schedule

• Staff can view the request in Workflow (if approval is required)

What You Can Do in Online Booking (Clinic Controls)

Enable or Disable Appointment Types

Control:

• wellness

• sick/urgent

• technician visits

• surgery consults

• drop-offs

• new client intake

• recheck follow-ups

• specialty/referral

• telemedicine (if enabled)

Define Provider Availability

ClinicOS supports:

• provider-specific schedules

• species limitations

• appointment type restrictions

• time blocks or surgery blocks

• on-call/rotating availability

Configure Deposit Rules

Clinics can require:

• deposits for certain appointment types

• deposits for new clients

• deposits during peak hours

• deposits for high-risk no-show categories

All deposits feed into Payments and Business Presence.

Limit New Clients

Options:

• allow new clients freely

• require approval

• permit for certain appointment types only

• deny entirely if clinic is at capacity

Custom Booking Windows

Clinics can control:

• how far in advance clients can book

• last-minute cutoff (e.g., “No bookings within the next 4 hours”)

• per-appointment-type advance rules

Pre-Visit Form Automations

Automatically send:

• new client intake

• surgical consent

• medical history

• behavioral questionnaires

Forms appear in both MsgBoard and Forms for staff review.

Rules for Multi-Pet Households

If a client has multiple pets:

• they may select the pet

• they may add additional pets

• rules can limit certain appointment types to one pet per slot

Staff Approval Filters

If enabled, the clinic can review and approve bookings before they finalize in the schedule.

Used for:

• new clients

• sick/urgent care

• appointment types requiring triage

Where Online Booking Lives

Online Booking can be:

• embedded on your website

• linked from your website’s “Book Now” button

• accessed via MyPet App

• sent as a direct link from MsgBoard

• used in post-visit follow-ups (e.g., “Schedule your recheck”)

No logins or portal accounts required.

How Online Booking Connects to ClinicOS

Atlas

Successful bookings appear:

• instantly on the ClinicOS calendar

• with correct provider

• with correct appointment type

• with associated pet and client

MsgBoard

All confirmations, reminders, and client questions route into MsgBoard.

Forms

If a form automation is linked to the appointment type, the client receives it automatically.

Payments

Deposits, when required:

• collect through Payments

• sync into your financial workflows

• appear in Business Presence reporting

• attach to the appointment automatically

Workflow

Appointments requiring review land in Workflow → Scheduling Queue.

EMR & ReferralHub

Booking, confirmation, forms, and deposits are tracked at the case level.

Example in Action

A new client books a wellness exam for their dog, Milo.

1. They enter their phone → ClinicOS doesn’t find them → prompts new-client flow.

2. They enter their info + Milo’s info.

3. They select a time with the preferred DVM.

4. Deposit is required → they pay.

5. Booking is confirmed → confirmation sent automatically.

6. ControlHub automation sends the New Client Intake Form.

7. Form submission appears in MsgBoard and CaseFolder before the visit.

8. Appointment appears in the ClinicOS schedule.

No call. No data entry. No friction.

Why Online Booking Matters

For Clinics

• reduced phone volume

• fewer mistakes

• improved scheduling accuracy

• fewer no-shows with deposits

• instant intake with automated forms

For Clients

• transparent availability

• easy scheduling

• everything mobile-friendly

• no need to call during busy hours

For Teams

• cleaner schedule

• fewer interruptions

• predictable workflow

• automated pre-visit preparation

Important Notes

⚠️ Clinics control all availability and appointment types.

Online Booking never overrides clinic settings.

⚠️ New-client bookings must follow clinic policy.

If approval is required, the client is not officially booked until staff confirm.

⚠️ Deposits, if used, are non-refundable or refundable based on clinic policy.

ClinicOS enforces the policy you configure.

⚠️ AI-based appointment suggestions (if enabled) are advisory only.

Humans must verify appropriateness.

⚠️ Forms and consents are legally binding but must be reviewed by staff.

Submission does not replace clinical judgment.