Define the service menu carefully
Appointment duration, preparation and turnover time influence real availability. Decide whether clients choose a practitioner, service or location first. Review how packages, cancellations and late arrivals should be handled before enabling public booking.
Review intake and receipts with your team
A client’s intake information belongs in the appropriate patient system. A general enquiry form is not a substitute. Confirm the information required on receipts, who can issue corrections and how the day’s payments are reconciled.
Different visit lengths share a practitioner
Build a fictional day with two appointment durations and a preparation interval. Reschedule one visit and review whether the new time still fits. Follow a completed visit to an invoice and receipt, checking the clinic and practitioner fields your practice needs. Confirm insurer-specific details with the relevant source and do not equate a printable receipt with a verified direct-billing connection.
| Check in the demonstration | Evidence to record |
|---|---|
| Durations and preparation time respected | Describe the observed result using fictional data. |
| Receipt fields reviewed with the practice | Record the role, exception and any manual work required. |
| Direct billing evaluated independently | Agree on pass, follow-up or unavailable before rollout. |
Continue with appointment scheduling software for therapy practices and practice billing and payment workflows to test the connected steps. The interactive Flor demo provides fictional examples for the discussion.
Prepare your team for the review
Ask one practitioner and one person who handles scheduling or billing to describe the same fictional visit. Compare what each needs before, during and after the appointment. Bring blank forms, service durations and a list of required integrations, then use the software selection guide to record the outcome.
For a Canadian clinic, confirm CAD receipts, provincial professional requirements and the exact funding or insurer workflows you use. Check the migration checklist before agreeing to a switch date.
A few common questions
Can a solo therapist explore Flor?
Yes. Early-access enquiries are open to solo practitioners as well as teams. Available scope and pricing must be confirmed with the team.
Prepared for clinic owners in Canada. Updated . These guides support product evaluation and do not replace professional or legal advice.