User accounts allow people to login in online and manage their appointments. Sometimes you need the ability to allow family members (dad) to manage appointments on behalf of another family member (son). User Accounts will allow you do do this.
When someone new books the first time online they are required to set up a user account. A user account allows someone to book online.
The existing clients in your clinic have patient/client profiles. When an existing patient/client books online for the first time and creates a user account they will show up on your dashboard under Online Patient/Client Registrations. It is important to merge them with an existing client profile. If you do not, you will have duplicate client profiles.
- Login in Admin.
- Click on the name of the Patient that you want to invite Users to manage that Patient's appointments.
- Click on Users.
- Click on Invite User.
- Add Email.
- For added security click on Require a Verification Code (Not Mandatory). This requires the patient to enter a verification code to connect their user account which will validate them as the intended recipient. They will need to contact the clinic for that Verification Code.
- The intended recipient will receive an email to create a new account or login into an existing account to accept the invitation to create that connection.
- Click on the Black Triangle to Resend the invitation, get the Link and send it directly from your email, or Delete the association.