Automate Accuracy with Default Services for Appointment Types and Sources

In a busy clinic, accuracy often gets lost in the rush.
A technician forgets to add the consultation fee.
An online appointment goes through without a deposit.
A vaccination is performed — but no vaccine service is billed.

Übik’s new Default Services for Appointment Type and Source fix that automatically.

💡 Smart Structure Built into the Service Editor

Every service in Übik can now define when it should automatically attach to an appointment.
From the service editor, you can select one or more appointment types (like Vaccination, Consult, or Surgery) or appointment sources (like Reception, Online Scheduling, Referral, or Kiosk).

Whenever an appointment is created that matches those conditions, Übik instantly adds the service — no manual steps, no forgotten charges.

⚙️ One Rule, One Result — No Conflicts

When an appointment is created, Übik applies only one rule — either by type or by source.
That makes the system predictable and prevents multiple fees from stacking accidentally.

For example:
If you’ve set a Consultation Fee as the default for “Consult” type, and a Deposit Service for “Online Scheduling,” Übik will apply only one depending on how the appointment was created.
Simple, clean, and consistent.

🧭 Designed for Real Clinics

This feature isn’t just about saving clicks — it’s about building structure and consistency into your operations.

• 💰 Prevent missed charges: Technicians and doctors never forget core fees again.
• ⚡ Save time: Default items appear automatically when the appointment is created.
• 📋 Standardize billing: Every appointment type follows the same pattern, no matter who books it.

Übik turns best practices into built-in behavior.

🧩 Strategic Use Cases

1. Encourage Scheduling Behavior

Want to nudge clients to book online or through your kiosk?
Add a small surcharge for walk-ins (Reception) or a discount for online bookings.
Übik automatically applies the right pricing each time.

2. Ensure Consistency Across Appointment Types

Make sure every Consult, Vaccination, or Surgery appointment includes the right base service.
No more unbilled consults or missing vaccination fees.

3. Protect Your Online Scheduling Portal

If your clinic accepts online appointments, bad actors could flood your calendar with fake bookings.
Übik lets you add a refundable deposit service for Online Scheduling — clients pay upfront and receive the deposit back as a discount at checkout.
It’s a simple way to protect your schedule while keeping policies fair.

🧠 How to Configure

Setting up default services is easy — it’s done right from your Service List.

1. Go to Services
2. Search for the service you want to automate (for example, Consultation Fee or Rabies Vaccine)
3. Click Edit
4. In the editor, scroll to Default Settings
5. Use the dropdowns to select one or more Appointment Types or Appointment Sources
6. Save your changes

From then on, whenever an appointment is created that matches your rule, Übik automatically adds the service — no extra steps, no forgotten fees.

🚀 The Bigger Picture

Default Services aren’t just about convenience — they’re about structure, consistency, and control.
Each appointment type follows your defined logic.
Each source aligns with your policies.
And every transaction is complete, accurate, and fair — automatically.

Übik keeps your clinic’s flow intelligent, your billing clean, and your team focused on what really matters: care.

Schedule a Free Demo or Send Us a Message

We’d love to show you how Default Services can help streamline your clinic’s workflow.

📞 WhatsApp: 1-612-383-6374
🌐 Website: goubik.com
📧 Email: [email protected]
👉 Or send us a message on Facebook