Once online scheduling set-up is complete there are a few different ways a patient can use it to schedule, cancel, reschedule or view their appointments:
add the link to your website as a button for easy access
located in Account Settings OR
located in Extras (3 dots) > Scheduling > Settings > Site and Settings
invite patients individually using the Canned Reply "Scheduling invite (Master)" from the Inbox, Patient Search or anywhere you see a patient in TrackStat
automatically invite existing patients through a drip campaign based on recent visits
invites can be limited to patients with specific appointment purposes, case types, providers and other criteria as needed
invite existing patients one time with a blast campaign
display a QR code in your office (you can download your custom QR code by following the steps bellow)
add the link to the home screen on a cell phone so that it works like a mobile app
Watch, to learn how to invite and instruct patients about online scheduling
Canned reply invite saves you time, send it by text or email with video instructions for the patient
