--- title: How to Book an Appointment with Profile's Online Booking Solution slug: portal-sub/how-to-book-an-appointment-with-profiles-online-booking-solution docTags: createdAt: 2026-03-04T12:03:19.829Z --- # Overview & Requirements This article is intended to act as a reference for healthcare organisations using Profile's Online Booking solution. It will cover the Online Booking appointment process that their patients will experience.  ## Requirements - Version 9.0 and above # Online Booking Appointment Process for Patients ## Getting Started 1. Click on or enter the URL in your browser. 2.  Click the **Make Online Booking** button, to get started. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/3Qme9AekEFGmQDqx4inhk_jvqxba4hhpav3lnrt-fkalsyllpes3oy9q.png" size="100" isUploading="false" initialPath="assets/jVQxBA4HhPAV3LNRT-fkaLsyLlpEs3oY9Q.png" githubPath="en/Portals/Patient Portals and Online Booking/Profile Online Booking/assets/jVQxBA4HhPAV3LNRT-fkaLsyLlpEs3oY9Q.png" position="flex-start" showCaption="false" indent="2"} ## Patient Verification ::::WorkflowBlock :::WorkflowBlockItem The patient will enter in the following credentials: 1. First name 2. Last name 3. Health card number - the patient's Personal Health Number (PHN), used in Profile. 4. Date of birth ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ikyfdXX42v7R-9Kie1HnE_uw3i8fsclo0zgsvezj0ingwkcubt5cbdkq.png" size="100" isUploading="false" initialPath="assets/UW3I8FscLO0zGsvEzJ0iNgwkcubt5CBdKQ.png" githubPath="en/Portals/Patient Portals and Online Booking/Profile Online Booking/assets/UW3I8FscLO0zGsvEzJ0iNgwkcubt5CBdKQ.png" position="flex-start" showCaption="false" indent="2"} ::: :::WorkflowBlockItem Click Next. ::: :::: :::hint{type="info"} See the *Patient Verification* section of the [FAQs: Profile's Online Booking Solution](docId:1Z2dOjHIxm6JqhUBO7zBr) article for more detailed information on how the Online Booking solution handles patient verification. ::: ## Selection of the POS & Provider 1. Select the POS for the appointment. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/kMup6sScjml48mxriG69B_q3io19hxjdw3q3dc5qtxieqoft5dlhmxxa.png" size="100" isUploading="false" initialPath="assets/Q3iO19hXjDw3q3DC5QTxiEqoFT5DlhMXxA.png" githubPath="en/Portals/Patient Portals and Online Booking/Profile Online Booking/assets/Q3iO19hXjDw3q3DC5QTxiEqoFT5DlhMXxA.png" position="flex-start" showCaption="false" indent="2"} 2. Select from the list of providers displayed. This will be based on the Clinic selected. 3. Click the **Next** button. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Sfu0xmahYLsAjzHmNW2sX_wbjk3ltqlf8mfgomus6omo7v0vyxlhpva.png" size="100" isUploading="false" initialPath="assets/wBJk3_LTqLf8MFGomuS6OMo7v0vyXLHPvA.png" githubPath="en/Portals/Patient Portals and Online Booking/Profile Online Booking/assets/wBJk3_LTqLf8MFGomuS6OMo7v0vyXLHPvA.png" position="flex-start" showCaption="false" indent="2"} :::hint{type="info"} See the *Clinic Options*; *Provider Options*; and the *Functionality of 'Any Available Provider'* sections of the [FAQ: Profile's Online Booking Solution](docId:1Z2dOjHIxm6JqhUBO7zBr) article for more information. ::: ## Provide the Appointment Reason ::::WorkflowBlock :::WorkflowBlockItem Select the appropriate engagement type. Options include: 1. In person 2. Phone appointment 3. Video appointment ::: :::WorkflowBlockItem Select the Appointment type from the drop-down list. ::: :::WorkflowBlockItem Enter a reason for the appointment. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5T44ka6eLJ6BbLtt8orPi_m8brvdwh2e0kshvstkjlocbq5r0xheiq.png) ::: :::WorkflowBlockItem If the engagement type is a **Phone appointment **, the phone number that the patient wishes to be contacted at must be entered in. The phone number must contain between 10 and 21 digits.  ::: :::WorkflowBlockItem Click the **Next** button. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Fxh5TmB8vGu8ZtBBu6Avq_25aqdk23xqd6122xwu25dmwaybfijurf3a.png) ::: :::: :::hint{type="info"} See the *Functionality of the Engagement* and *Appointment Type* section of the [FAQ: Profile's Online Booking Solution](docId:1Z2dOjHIxm6JqhUBO7zBr) article for more information. ::: ## Select Time and Date 1. Select the necessary month and day.  2. Select the available timeslots. These are based on the availability of the provider previously selected.  3. Click the **Next** button. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5IQoL2e7KJPYxO3sH79t7_vhqjin3pomlqabb1jk8jubjoztrzakch1a.png" size="100" isUploading="false" initialPath="assets/vhqJin3pomlQAbB1jK8juBJOzTrzakCH1A.png" githubPath="en/Portals/Patient Portals and Online Booking/Profile Online Booking/assets/vhqJin3pomlQAbB1jK8juBJOzTrzakCH1A.png" position="flex-start" showCaption="false" indent="2"} ## Confirmation & Summary This is the final confirmation screen where all of the selected appointment details will be displayed. 1. If this is a phone appointment, the patient must click the acknowledgement checkbox to say that they acknowledge that the appointment will not take place at the clinic. 2. Click the **Book Now** button to finalise and book the appointment. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/sdM8vdRio0WUsPq8wYQL1_vgdzt8kyzyicvshctaa1getkukb6ukgslq.png" size="71" isUploading="false" initialPath="assets/VGdZT8kYzyICvsHctAa1gEtKukB6UKgsLQ.png" githubPath="en/Portals/Patient Portals and Online Booking/Profile Online Booking/assets/VGdZT8kYzyICvsHctAa1gEtKukB6UKgsLQ.png" position="flex-start" showCaption="false" indent="2"} 3. A secondary confirmation will display. Select **Confirm**. An appointment will be created for the Patient with the selected clinic and provider. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Fx1HhJONEI2BL7cJDw5Sd_qzenzpmlt23wudapnjxi2ti75gigpatyqq.png" size="59" isUploading="false" initialPath="assets/qzenzPMlt23WudAPnJXI2ti75GigpAtyQQ.png" githubPath="en/Portals/Patient Portals and Online Booking/Profile Online Booking/assets/qzenzPMlt23WudAPnJXI2ti75GigpAtyQQ.png" position="flex-start" showCaption="false" indent="2"} :::hint{type="info"} See the *How the Appointment Will Look in Profile* section of the [FAQ: Profile's Online Booking Solution](docId:1Z2dOjHIxm6JqhUBO7zBr) article for more information. ::: ## Booking Confirmation Screen Once the appointment has been confirmed, a final confirmation Screen will appear. This screen will include a summary of the appointment booked. Users can easily print a copy of the booking information for ease of reference.  1. Push the** Print **button to print the confirmation page. 2. To return to the Homepage, click the **Go To Homepage** button. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/DuOxeLMCsUlD8Bi1cyGFo_bsbuy8ry6qwjjipetfyprmzamiulvpt4tg.png) # Learn More Click on the links below to read more articles related to Profile's Online Booking solution.  - [Profile's New Online Booking Solution](docId\:sty0_wltUs5R2-VTE7t8a) - [Configuration and Setup Processes for Profile's Online Booking Solution](docId\:sqh27VP9wD38Dy1Ni9BYb) - [FAQs: Profile's Online Booking Solution](docId:1Z2dOjHIxm6JqhUBO7zBr)