Planbase

Book for patients, view appointments, reschedule, cancel, rebook, and manage the patients list

Booking and managing appointments in Planbase

Create appointment types, set duration and eligibility, and configure booking rules

Appointment types and rules for patient booking

How patient booking works in Planbase, including shifts, appointment types, rules, and everyday booking actions

Patient booking overview

Generate patient booking links, choose round robin or 1:1, optional URL parameters, and what patients see

Patient booking links

Support

Appointment Booking 

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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