Documentation
Getting started
What is Turno Virtual?
Turno Virtual is an online platform to book and manage appointments, designed for professionals and businesses of any size.
Set up your account
Your company's main details and the list of steps that guides you until your account is ready to take online appointments.
Branches
How to add the places where you see your clients, with their address, phone numbers and time zone.
Services
How to add what your clients can book, with its appointment length, and how to organize it in scopes.
Add your team
How to give professionals and assistants access to your account, with their role and permissions.
Create a schedule
How to create a schedule, set up its time slots and add the non-working days.
Microsite
The page where your clients book and cancel appointments online, with your contact details and the day limits for booking.
Appointments
The schedule
How to use the schedule to see the day's or the week's appointments, block times and print the daily list.
Book an appointment
How to book an appointment from the schedule, give a client several appointments at once, move it to another time and print its receipt.
Appointment states
What each appointment state means and how to move it from one to another, from the moment it is requested until it is attended or canceled.
Notices and reminders
Which emails your client gets when you book an appointment, move it or cancel it, how it is added to their calendar and when the reminder goes out.
Online booking
How your clients book and cancel appointments from your microsite, what they see at each step and what you can set up.
Consultation orders
How to create a consultation order from an attended appointment, with its coverage and remarks, print it and find it later.
Clients
Client list
How to find your clients in the list, filter them by tag, print their personal details and delete them.
Client record
What details a client's record keeps, how to block their online booking and, if your plan includes the extended record, how to keep their visits, files and follow-ups.
Tags
How to mark your clients with colored tags, create new tags and manage the list, and where tags are shown.
Coverages
How to add the health insurance, prepaid health plans and other coverages you work with, which ones accept online appointments, and each client's coverage.
Account
Your plan
What your plan defines, where to see how much of it you use, what happens if you reach the limit and how to change it.
Billing
Your billing details, the trial period, your account status, how to pay, when your invoices arrive and what happens if the account is suspended.
Sent emails
Where to see the emails Turno Virtual sent from your account, who they were sent to and whether they went out.
Change the language
How to choose the language you see Turno Virtual in, and what that choice does and doesn't change.
Messaging
Chats
How to talk with the people on your team from Turno Virtual, and see whether they read your message and whether they are online.
Announcements
How to send a message to your whole team or to some roles, until what date it is shown and where to see the announcements you receive.