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 allow them to schedule for a specific appointment type.
How to Send Custom Scheduling Links
Step by Step Instructions
Note: Prior to sending a Custom Online Scheduling link, there must be a custom scheduling link already created. To learn more, refer to the following article: Custom Online Scheduling Links.
Access the Settings
Select Practice Setup
Navigate to Online Scheduling
To see all of the custom scheduling links available to your practice, click on Custom scheduling links.
Click on the Copy icon next to the link name
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
Step by Step Instructions
Access the Settings
Navigate to Services
Click on Resources
Click on the Copy icon next to the Online Scheduling link
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
To learn how to create templates, refer to the following articles: