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Engagement: Online Scheduling How to Send Scheduling Links
Engagement: Online Scheduling How to Send Scheduling Links

This article will explain how to send Custom Scheduling links and your general practice Online Scheduling link.

Emily Allred avatar
Written by Emily Allred
Updated over a week ago

Within Engagement Online Scheduling, you have the ability to send patients a general practice link so they can see all of the service types your practice offers. To learn how to create appointment types for that link, click here.

You can also create and send custom scheduling links, which will allows patients to schedule a specific appointment type.

We recommend starting your Online Scheduling journey by watching our webinar! We'll show you how to leverage Engagement Online Scheduling in Dental Intelligence to increase the number of visits in your practice.


How to Send a Custom Scheduling Link

Note: Prior to sending a Custom Online Scheduling link, there must be a custom scheduling link already created. Click here to learn more.

  1. Click Online Scheduling from the left side menu, then choose Settings

  2. To see all of the custom scheduling links available to your practice, click on the Custom scheduling links tab

  3. Click on the Copy icon next to the link name

  4. Once copied, you can paste the link into a patient message with one of the following options:

    • A direct message

    • A formatted email

    • As a stored template


How to Send a General Online Scheduling Link

  1. Access Settings by clicking on the gear icon in the upper right corner

  2. Navigate to Services, then click on the Resources tab

  3. Click on the Copy icon next to the Online Scheduling link

  4. Once copied, you can send the link to patients with one of the following options:

    • A direct message

    • A formatted email

    • As a stored template

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