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Account Management - Account Settings

Updated over 2 weeks ago

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:

  1. Type in the clinic name and address.

  2. Once the location loads, click on the address bar at the very top of your web browser.

  3. Copy the full URL link.

  4. Paste the link into your account settings.

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

A:

  1. Type in the clinic name and address.

  2. Click on the "Directions" button.

  3. Click on the address bar at the very top of your web browser.

  4. Copy the full URL link.

  5. Paste the link into your account settings.

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

A:

  1. Copy the link from your Google business listing.

  2. Paste the link into your web browser’s address bar and press Enter.

  3. Once the page loads, copy the full URL from the top of the browser.

  4. Paste the link into your account settings.

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

  1. Copy the link from your Yelp business listing.

  2. Paste the link into your web browser’s address bar and press Enter.

  3. Once the page loads, copy the full URL from the top of the browser.

  4. Paste the link into your account settings.

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

  1. Copy the link from your Facebook business listing.

  2. Paste the link into your web browser’s address bar and press Enter.

  3. Once the page loads, copy the full URL from the top of the browser.

  4. Paste the link into your account settings.

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