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Create and Send Email Campaigns
Email campaigns allow you to send mass emails to your patients across multiple locations. This helps you to quickly announce important information and keeps your patients engaged. Here is how to create a new campaign: Navigate to the Email Campaigns ...
How to Use Drip Campaign Templates
Drip campaign templates are a great way to help set up and send full drip campaigns to your patients. We recommend setting up your header and footer in the preferences section prior to creating or sending a campaign. To begin using a template, click ...
How to Create a Payment Plan
Payment plans are a great way to allow patients to pay off a balance over a period of installments. You can easily save the patient’s card on file and start collecting payments. To create a payment plan, please do the following: In the top navigation ...
How to Create a Subscription Plan
Subscription plans a great feature to utilize if you have an In-House Membership Plan and want to charge patients on a recurring basis. You can easily collect the patient’s card to save on file and start collecting payments! To create a subscription ...
Customize Your Email Header
You can customize the header or footer for your emails. Once you set it, your header and footer will be automatically added to all of your email campaigns. Please note, that if your practice is sending the same email campaign across multiple ...