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LocalMed: Custom Groups & Branding
LocalMed: Custom Groups & Branding

Learn how to add practices to a group to ensure online scheduling shows the correct branding

Erika Gardner avatar
Written by Erika Gardner
Updated over 6 months ago

If you are a multi-location group or a group that is a part of a DSO, LocalMed now includes a Groups section in your dashboard. The Groups section allows you to group together all or some of your locations and categorize them with a patient-facing name. This ensures your patients recognize and associate the name of the group with your branding & avoids any confusion when scheduling online.

Prior to adding Groups to your LocalMed dashboard, you will need to reach out to our support team to enable the Groups section in your dashboard. Connect with us here!


How to Add a Group

Once our support team has enabled the Groups feature in your LocalMed dashboard, you can add your first group. Follow the step-by-step instructions below to learn how!

  1. Click the Add Group button

  2. Enter in the Name, Email and Logo

    1. The email entered will be used as the Reply To field when sending confirmations or other email notifications to patients. This email address will receive the emails when patients reply.

  3. Click Add Group

  4. Scroll to the Group you have just created and select the eye icon

  5. Here you will add any offices you would like to include in this group

  6. Click the Drop Down menu to select an office, then click Add Office. Repeat this until all offices you would like to include have been added.

  7. Once you are done adding your Groups, our support team will be able to create your Widgets that are specific to your group. Reach out to our support team to receive these.

When your Online Scheduling Widget for your Group is accessed, the Group name will be listed at the top when selecting the locations to schedule with. Patients will also be able to select the Use My Location button to find the office nearest to them:

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