---
title: Configuring Provider Booking Profile Settings
description: Configuring Provider Booking Profile Settings
---

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# Configuring Provider Booking Profile Settings

**Booking Profile Settings** gives your Organisation control over how clinician information is used during patient booking. You decide which fields act as **booking filters** patients can use to narrow their provider search, and which fields are visible on the provider's profile. This applies to booking in both the **Patient App** and the **Patient Web Portal**.

---

##### 📍 Where to Find Booking Profile Settings

Go to:  
**Administration → Booking Profile Settings**

Access requires the **Administration** permission.

The screen shows two tables — **System Fields** and **Custom Fields** — each with a **Booking Filter** column and a **Visible on Provider Profile** column. Every row has a **•••** action menu where you configure that field's behaviour.

---

##### 🧾 System Fields

Wellifiy includes a set of built-in provider fields, ready to use as booking filters or profile information:

- **Gender**
- **Specialities**
- **Profession**
- **Days Available**

The **Specialities** field draws from your Organisation's curated list under **Administration → Portal Settings → Provider Specialties** — see [Managing Provider Specialties](https://support.wellifiy.com/en-au/knowledge-hub/managing-provider-specialties?hsLang=en-au).

System fields are configured the same way as Custom Fields, using the **•••** menu on their row.

---

##### ⚙️ Creating Your Own Filters with Custom Fields

To add filters beyond the system fields, create a **Custom Field** on the clinician:

1. Go to **Administration → Custom Fields**
2. Click **+ New** and create a Custom Field on the **Clinician** entity
3. Choose **Single Select** or **Multi Select** as the field type, and add the options you want patients to filter by

Other field types can technically be enabled as filters too, but we recommend sticking to **Single Select** and **Multi Select** fields — defined options give patients a clean, predictable set of choices.

For example, you might create a *Languages Spoken* Multi Select field with options like English, Mandarin, and Arabic, or a *Session Format* Single Select field with In Person and Telehealth.

See [Custom Fields: Overview](https://support.wellifiy.com/en-au/knowledge-hub/custom-fields-overview?hsLang=en-au) for the full walkthrough.

---

##### 🎯 Enabling a Booking Filter

Once the field exists:

1. Go to **Administration → Booking Profile Settings**
2. Find the field in the **System Fields** or **Custom Fields** table
3. Click the **•••** action menu on that row
4. Select **Enable Booking Filter**

The row's **Booking Filter** column shows **Enabled** or **Disabled** so you can see each field's status at a glance. Enabled fields appear as filters patients can use when booking an appointment, narrowing the list of providers to those matching their selection.

---

##### 👩‍⚕️ Adding Values to Your Providers

A filter is only useful once your clinicians have values recorded against it. To add them:

1. Open the **Team Member's profile** (see [Team Members Overview](https://support.wellifiy.com/en-au/knowledge-hub/team-members-overview?hsLang=en-au) for a tour of the record)
2. Go to their **Custom Fields**
3. Enter the values that apply to that provider

The booking filter only appears to a patient if at least one provider in their **Patient Group** has a value recorded for that field. If no providers in the patient's group have any values for an enabled filter, the filter is hidden from that patient's booking flow. This keeps the booking experience clean — patients never see filters that can't return a result.

---

##### 📱 Showing Fields on the Provider Profile

Independently of the booking filter setting, each field has a **Visible on Provider Profile** setting controlling whether patients can see it (and the provider's values) on the provider profile:

1. In **Booking Profile Settings**, click the **•••** action menu on the field's row
2. Select **Show on Profile**

Because the two settings are independent, each field can behave differently:

- **Filterable and visible** — patients can filter by it and see it on the profile (e.g. languages spoken)
- **Visible only** — shown on the profile but not a filter (e.g. a practice address)
- **Hidden** — back-of-house information your Organisation maintains internally, such as a registration number or an insurance renewal date. Patients never see it, and it never acts as a filter.

---

Next step:  
➡️ *Review your clinician system fields and Custom Fields, and decide which should act as booking filters, which belong on the provider profile, and which stay internal. If a provider isn't appearing in booking at all, see [Making a Provider Bookable](https://support.wellifiy.com/en-au/knowledge-hub/making-a-provider-bookable?hsLang=en-au).*

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