How-To
- Creating an Email Template in the Dashboard
- Sending a Mail Blast
- Adding Your Online Scheduling Link to an Email Template
- Texting All Patients with the Same Appointment Date
- Sending Individual Texts from the Dashboard
- Sending Individual Emails from the Dashboard
- Adding Images to an Email Template (Hosting Images Online)
- Opting Patients Out of Automated Email Communication
- Opting Patients Out of Automated Text Communication
- Viewing Text Message History Using the Practice Online Portal (POP)
- Sending Text Messages with the Practice Online Portal (POP)
- Exporting Email Templates from the Practice Online Portal (POP)
- Importing Email Templates into the Practice Online Portal (POP)
- Using Smart Fill to Offer Open Appointment Times to Your Patients
- Sending an Email Blast Using an Interest List
- Creating Interest Lists for Targeted Email Blasts
- Creating a New Patient Welcome Text
- Editing an Existing Text Template
- Editing an Existing Email Template
- Personalizing Email Templates with Merge Tags
- Personalizing Automated Text Templates with Merge Tags
- Creating a Custom Text Template
- Viewing After-Hours Text Messages
- Viewing the Text Message Log for All Patients
- Creating and Using a Custom Email Template in POP
- Sending a Use It or Lose It Email to Patients Using POP
- Viewing a Patient's Email Log
- Viewing a Patient's Text Message Log
- Merge Tags for Automated Text Messages
- Merge Tags for Email Templates