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Patient/Client User Accounts for Online Booking

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4 comments

  • Alana Goertzen

    Is there a way for the user account to select who the appointment is for from multiple options? (Ex: Mother and young child are both patients, the mother's email address it the user account for both herself and her child. Sometimes the user account/email address login needs to schedule an appointment for mom, sometimes the same user account needs to schedule an appointment for the child)

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  • Nick

    Alana,

    If mother is listed as a user on her son's profile in Noterro, when she logs in for booking, she will be given an option of who she wants to book for.

    Thanks

     

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  • Nathalie Lalumiere

    Hi, right now I'm just using the software for invoicing and soap notes. I Would like to invite my clients to use the online calendar I just created. Do I have to invite individual clients or can I have a mass invite? 

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  • Nick

    Nathalie,

    You could use the Bulk User Invite, but sometimes this is confusing because they do not know why they are creating a user (a user account is necessary to book online).

    You could also send them to you booking page.  They will be prompted to create a user account when they book for the first time.  They will show up on your dashboard under Online Booking Registrations, and because they already have a profile in your clinic, you will merge them with the existing profile.

    Thanks

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