Category: Documentation

Manager: Click on the System Settings -> General Settings button from the main menu on the left. Navigate to the Lead Settings section. User Reject Time (Min): Here, you should select the time duration in minutes for each salesperson to accept or reject incoming leads. Leads Distribution Status: You need to choose whether to keep… Continue reading Lead Automation

Transcript : To create a template message, first we need to login to our Twilio account. Than click Messaging on the left menu than Sender, after that click to the Whatsapp Template. Click to new message template button on top. First you need to put a template name which won’t be shown to the customers.… Continue reading How to add Whatsapp Template Message ?

Points to consider for our customers using our Chat integration: We provide support to our customers within the framework of rules set by the WhatsApp API. If you would like to review the current WhatsApp rules, you can access them at the following link: WhatsApp Messaging Limits. If you would like to review Twilio’s pricing,… Continue reading Whatsapp Rules

Add a conversation on the Chat page Open the Chat page from the main menu. Click on the button located at the top right corner of the conversation screen. On the options that appear, choose Select Patient or Create Conversation. Select Patient Select a person from your registered patients to start a conversation with. Choose… Continue reading Chat

LEADS   Open the Ads Automation -> Leads page from the main menu. You can view your incoming leads on this page. To assign your lead to a group, select your choice from the column labeled Lead Group. To assign your lead to a seller, select your choice from the column labeled Lead Assignment. Facebook… Continue reading Ads Automation

 Open the Chat page from the main menu.  Select the conversation of the patient you want to have a video call with.  Click the button located in the upper right corner of the conversation screen.  In the options that appear, click on Start instant meeting or Schedule a meeting. Starting an Instant Meeting    When… Continue reading VIDEO CALL

Your customers are the patients that you can make sales to and manage the entire process through the system, both before and after the sale. Definitions: The basic information section requires the patient’s first and last name. At least one of the phone and email address fields is required. Language: all documents you send will… Continue reading How to Register a Patient?

The Offer section is where you can prepare price quotes to send to your customers. You can create quotes for treatments, hotels, transfers, and additional products, and export these quotes as PDFs or send them directly from the system.   Definitions: Choose a Patient: This is the field where you select the customer for whom… Continue reading Creating an Offer