Your patients will need to set up a username and password to access their account and book appointments. For patients who are already in your patient list, you can send them a Welcome Email which will give them access to their existing profile. To do that, go to the Patient’s profile, and click “Send Welcome Email” in the menu on the right. You can also add a note to the email if you like.
They will get an email that looks like this (but branded to your clinic):
If you’re trying to help a patient who is having trouble logging in to their online booking account, here are some tips on how to help them.
Check that they have a username
View the patient’s profile and check if there is a username on file for them. They will only have a username if they have previously set up an online booking account. They might just need a reminder of their username.
Or, if they’ve forgotten their password, click the “Send Password Reset Email” to send them a link to update their password.
If they do not have a username, click “Send Welcome Email” to send them a link to set up their username and password for the first time.
Note that you cannot create usernames or passwords on behalf of the patient. They must click the link in a Welcome Email or Password Reset Email.
Check if they have a duplicate profile
Sometimes patients end up creating a duplicate profile in the system and, when they log in, they don’t see their appointment history. If this happens, search for the patient, see if there is a duplicate and, if there is, merge the two profiles.
Hopefully that helps get your clients connected!