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Account Management - Account Settings

Updated this week

Q: What is data in Account Settings used for?
A: The data in the Account Settings is used for the merge fields in text and email messages. Did you move to a new location? No problem! Update your address in Account Settings and all of your text and email message templates that reference those merge fields will be updated automatically.

You can also upload images such as your company logo, signature and map location to use in your marketing campaigns and patient communications.

Q: How do I add a Map Link in Account Settings?
A:

Type in clinic name and address

When listing comes up, left click on menu (it’s the 3 horizontal lines to the left of clinic name in the search field)

Select “Share or embed map”

Click on blue “COPY LINK”

Paste into account settings

Q: How do I add a Directions Link in Account Settings?
A:

Type in clinic name and address

Click on “Directions”

Make sure you do not choose a starting point

Left click on menu (it’s the 3 horizontal lines in the upper left of the screen)

Select “Share or embed map”

Click on blue “COPY LINK”

Paste into account settings

Q: How do I add a Google Review Link in Account Settings?
A:

Enter business name and address

Copy and paste link into account settings

Q: How do I add a Yelp Review Link in Account Settings?

Type in clinic name and city, state

Click on “Write a Review”

Copy everything before “?return_url” and paste this link into account settings

It does not matter if the business is “claimed” or “unclaimed”

Q: How do I add a Facebook Review Link in Account Settings?

A:

Search for Facebook + clinic name and address

Copy link – it should end with “reviews” and paste into account settings

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