Steps to Configure and Enable Self-Scheduling

SigmaMD lets you offer patients the option to book their own appointments directly through the app—based on the visit types and rules your clinic defines. This guide walks you through how to enable and configure self-scheduling.

1. Choose which visit types can be self-scheduled

Go to Practice Settings > Appointment Settings. Under Visit Methods, choose the types of visits that can be self-scheduled:

  • In-Clinic
  • Telehealth
  • Phone Consultation
  • At-Home

2. Enable self-scheduling for each appointment type

In Practice Settings > Appointment Settings, click Add appointment type or select an existing one to edit. Under Patient Self-Scheduling:

  • Turn on 'Enable patient self-scheduling'.
  • Earliest scheduling period: Set the earliest time a patient can schedule an appointment. E.g. 'one week from today.'
  • Latest scheduling period: Set how far in advance a patient can schedule an appointment. E.g. 'Up to one year in advance.'
  • Availability: Choose if patients can book it at any moment, for their first visit only, or only if they have already attended their first visit.
  • Patient memberships: Create a filter based on the patient's membership
    • All memberships and none: All patients can book this appointment type.
    • All memberships: Only patients with an active or paused membership can book it—retail or employer.
    • No membership: Only patients not enrolled on active or paused memberships can book it.
    • Selected memberships: Choose one or more plans the patient must be enrolled with in order to schedule this appointment type.
  • Bookable clinicians: When self-scheduling the patients can choose a clinician to book. On this field pick the option patients will have when trying to schedule this appointment type.
  • Note to patient: Add a note that will be seen by patients when scheduling. Tips: select a text to format it or add links.

Repeat these steps for each appointment type you want to make available for self-scheduling.

3. Set clinician availability

Each clinician must set their own working hours to appear in the booking flow.

Go to Personal Settings > Working Hours to:

  • Define weekly hours
  • Add shifts and breaks
  • Select preferred appointment types and visit methods

Only clinicians with availability configured will appear to patients when booking.


Once set up, patients will be able to view available time slots and schedule appointments in the SigmaMD app—based on their eligibility and your clinic’s availability.

Self-scheduling reduces administrative work, improves scheduling efficiency, and offers a smoother experience for patients.