Booking & scheduling
Branded booking page, service catalog, availability rules, intake forms, calendar, reminders and rebooking.
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Platform overview
The operating platform for a mobile phlebotomy business
Phlebotomy Software is not an appointment calendar with medical words pasted over it. It is a complete system for taking bookings, pricing travel, dispatching staff, collecting payment and understanding your business — with each company kept in its own isolated account.
Three pillars
Where the platform splits
Each pillar has its own page with the detail behind it.
Dispatch & staff
Today's board, assignment, staff roles and permissions, territories, service areas and the phlebotomist field view.
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Payments & operations
Patient payments, travel fees, patient records, reporting, platform subscription and pricing.
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Capabilities
What is in the platform
Grouped the way an owner actually thinks about the business.
Business account & onboarding
Register the company, then work through guided setup: business name, logo, contact details, timezone, hours, service areas, travel rules, cancellation policy, tax settings, notification preferences and booking settings.
Service catalog
Build services such as routine blood draw, specialty kit draw, specimen pickup, employer services or your own custom offerings. Each carries its own price, duration, instructions, intake questions, preparation notes, availability rules and travel settings.
Branded booking page
A public page under your own branding showing your services, service area, availability and policies. Patients pick a service, enter their location, choose a time, complete intake, upload permitted documents, accept policies and pay where payment is required.
Availability
Business hours, blocked dates, appointment buffers, same-day rules, minimum lead times and individual staff availability all feed the times patients are actually offered.
Service area & travel
Define coverage by ZIP code, city, county, radius or named zone, then attach flat travel fees, mileage-based rules, zone-based fees or included travel areas so pricing is applied at booking rather than argued about later.
Appointment management
Calendar and list views covering requested, confirmed, assigned, en route, arrived, completed, canceled, rescheduled and no-show. Create appointments manually alongside patient self-booking.
Dispatch
Assign appointments to specific phlebotomists and see the day's workload, coverage by zone and anything still sitting unassigned.
Staff management
Invite phlebotomists and office staff, set roles and permissions, control availability, define territories and review assigned schedules.
Phlebotomist view
Field users see only what they are authorised to see: their assigned appointments, the patient address, instructions, contact options, a navigation link, status controls and the relevant intake details.
Patient management
Patient records that belong to your business alone, with contact details, appointment history, notes and one-click rebooking.
Intake forms & documents
Configure questions per service and collect the answers before the visit. Controlled upload and storage for lab orders, requisitions and other permitted appointment documents.
Payments
Connect your own payment account so patient payments belong to your business. Supports prepaid appointments, deposits, optional pay-later services, refunds where permitted and payment status tracking.
Notifications
Automated booking confirmations, appointment reminders, reschedule and cancellation notices, payment confirmations and staff assignment notifications by email, with SMS planned.
Rebooking
Rebook a completed patient in a few clicks, with automated rebooking reminders planned for businesses running recurring draws.
Reporting
Appointment volume, revenue, service performance, cancellation and no-show information, staff workload and other operating metrics for your tenant only.
Planned, not yet available: SMS notifications, automated rebooking campaigns, advanced routing and B2B client accounts for recurring organisational clients such as physician offices, home health agencies, treatment programs, employers and research organisations. See the build phases for where each sits.
Onboarding
From empty account to live booking page
A structured flow, so you are not left staring at a blank dashboard wondering what to configure first.
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Register your business
Create the company account. This becomes your tenant — your own workspace, separate from every other business on the platform.
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Set up the company
Logo, contact details, timezone, business hours, cancellation policy, tax settings and notification preferences.
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Add services and pricing
Define what you offer, how long each takes, what it costs and what the patient needs to know beforehand.
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Draw your service area
Choose coverage by ZIP, city, county, radius or zone, then set the travel rules that apply to each.
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Invite your staff
Add phlebotomists and office staff with the right role, availability and territory.
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Publish and share
Your branded booking page goes live. Put the link on your website, Google Business Profile, texts, social posts or a QR code.
Product tour
The screens you will actually live in
Interface mockups. Names, figures and businesses shown are samples.
Owner dashboard
The morning view: what is booked today, what still has no phlebotomist attached, who is on shift, and how the week is tracking.
- Today's appointments with status and assignment at a glance
- Unassigned count so dispatch gaps surface early
- Staff on shift with stop counts and zones
- Your booking page link ready to copy and share
Calendar & availability
Week, day and month views colour-coded by phlebotomist, with blocked time, buffers and booking rules visible rather than hidden in settings.
- Buffers and drive time reflected in what patients can book
- Blocked periods for training, holidays or personal time
- Unassigned appointments flagged directly on the calendar
- Recurring appointments for patients on a repeating schedule
Reporting
Volume over time, which services carry the business, how work is spread across staff, and why appointments fall through.
- Completed versus canceled appointments by week
- Service performance as a share of completed work
- Staff workload including stops, mileage and completion
- Cancellation and no-show reasons you can act on
Roles & permissions
Not everyone needs to see everything
Permissions are defined deliberately rather than handing every user the keys. The table below shows the intended default model for roles inside a tenant business.
| Area | Owner / admin | Coordinator / office staff | Phlebotomist (field) |
|---|---|---|---|
| Business settings & branding | Full | No access | No access |
| Services & pricing | Full | View | No access |
| Service areas & travel rules | Full | View | No access |
| Staff & permissions | Full | No access | No access |
| Full appointment calendar | Full | Full | Assigned only |
| Dispatch & assignment | Full | Full | No access |
| Patient records | Full | Full | Assigned appointments only |
| Intake responses & documents | Full | Full | Assigned appointments only |
| Appointment status updates | Full | Full | Own appointments |
| Payments & payouts | Full | View / take payment | No access |
| Platform subscription & billing | Full | No access | No access |
| Reports | Full | Operational reports | No access |
Separation by design
Multi-tenant, and strict about it
The most important requirement of the platform is that businesses never bleed into each other. Every record belongs to exactly one tenant, and access is checked against that tenant before anything is returned.
- One isolated account per business, created by the owner
- Staff are invited into that account, never into a shared pool
- Patients interact with the booking page only — they are not given dashboard logins
- Field staff see only their own assigned work
- Public marketing and SEO pages are indexable; dashboards, patient information and administrative areas are not
- Encrypted connections throughout, with the subscription you pay us kept separate from the payments your patients make to you
Why not a generic scheduler
Mobile phlebotomy breaks ordinary booking software
The appointment has an address
A salon calendar assumes the customer comes to you. Mobile work reverses that, so location, coverage and drive time have to be part of the booking itself — not a note in a comment box.
Travel has a price
Distance changes the economics of every job. Travel rules belong in the system, applied at booking, not calculated in your head after the patient has already been quoted.
Preparation matters
Fasting windows, kits, requisitions and access instructions decide whether a visit succeeds. Intake needs to happen before the van leaves, not on the doorstep.
Somebody has to be dispatched
Assignment, territory and field status are core to the day. A calendar that cannot answer "who is covering this" is not running your operation.
The patient is not your customer's customer
Each business needs its own branded patient experience while the platform stays in the background. Your patients should see you, not us.
One system beats six
Booking, calendar, payments, intake, reminders, dispatch, staff schedules, patient history and reporting were never meant to live in separate apps that do not talk.
Straightforward subscription pricing
Your business pays one subscription to use the platform. What your patients pay you is separate and settles to your own account.
Get started
Put your whole business on one platform
Start a free trial, or walk through the platform with us and see how it maps to the way you already work.
