hexylBook several family members in one conversation
Plan separate appointments for each person, handle partial availability and keep booking permissions separate from access to private information.
In this guide
Define what the family is asking for
A parent may want two children seen on the same afternoon, while an adult needs a different appointment type. Record each person separately, confirm who may arrange their appointment and ask whether adjacent times, one location or a particular practitioner matters most.
- Prepare person-matching rules that distinguish relatives sharing a surname, email or phone.
- Map each service to its duration, practitioner and location.
- Agree who receives each confirmation and what information it may contain.
Offer a clear set of appointments
Check the available combinations before presenting them. Say when appointments overlap, use different practitioners or require separate visits. Obtain agreement to the actual set of times; “the family is booked” is too vague.
Save and verify each appointment separately. Where the diary supports temporary holds, agree their expiry. If only some bookings succeed, identify the confirmed appointments and offer the next step for the others. Do not automatically cancel successful appointments unless that recovery rule was agreed.
Try the difficult combinations
Booking for someone does not automatically authorise access to their messages, documents or clinical information. Treat Portal access as a separate permission with its own checks.
- Book two people, then make the second slot unavailable before saving.
- Change one person’s appointment and check that the other remains unchanged.
- Test separate payment requests, a shared contact number and a request from someone without booking authority.
Measure the family task and each appointment
Record family enquiries, complete and partial booking outcomes, duplicate records and time spent resolving exceptions. Count attendance per appointment, while measuring the time taken to organise the family as one administrative task. A multi-booking conversation does not establish additional revenue unless those visits are additional and completed.
Start with the scope you need
Start with the agreed Connect booking capability, Book where advanced scheduling is needed, and a supported diary. Portal and deposits are optional additions, not prerequisites for a family enquiry.
- Hexyl Book — Bookings & appointment reminders
- Hexyl Connect — Calls, messages & web chat
Optional additions
- Hexyl Pay — Payments & deposits
- Hexyl Portal — Customer portal & smart sign-in
- Hexyl Flow — Software connections & automation
Your proposal confirms inclusions, product tiers, supported actions and setup costs. Related products are not automatically added to a package.
Explore Hexyl BookContinue with a related guide
Use a clear due-for-return list, agreed contact rules and saved-booking checks to help existing customers arrange their next visit.
Hexyl Portal · customer self-serviceGive customers a useful portal alongside your existing softwareChoose the information and actions customers need, agree smart sign-in and test what each person can see and change.
Dentistry · cancellation spacesOffer a cancelled dental appointment to the right waiting patientMatch an available slot to an agreed waiting list, confirm the replacement booking and prevent two people being promised the same time.