MetoCRM User Guides

The order to set MetoCRM up in: team, patient fields, channels, products, data migration, advertising and privacy settings.

Every step from opening a Twilio account to getting a WhatsApp Sender approved for your clinic's number.

Creating, editing and deleting the ready-made messages consultants send with one click in chat.

Building a WhatsApp template message in Twilio's Content Template Builder and registering it in MetoCRM.

Connecting Facebook page messages to the MetoCRM inbox and choosing which user groups can answer them.

Linking an Instagram business account to your Facebook page and pulling direct messages into the MetoCRM inbox.

Creating a Telegram bot with BotFather and connecting it to MetoCRM with its API token.

Connecting a mailbox to the MetoCRM inbox with SMTP and IMAP details, app passwords and group permissions.

Connecting a Zadarma number to MetoCRM: API keys, the number record and assigning extensions to consultants.

Pairing an existing WhatsApp number with MetoCRM using a QR code and choosing which groups may use it.

Creating a Messaging Service in Twilio, entering the MetoCRM webhook URLs and attaching a WhatsApp sender.

Registering approved WhatsApp templates in MetoCRM so you can write outside the 24-hour window.

Opening a Zadarma account, buying a number, generating API keys and setting up PBX extensions.

Connecting an official WhatsApp number using a Twilio Account SID and Auth Token, then assigning user groups and testing.

Starting an instant video call from the chat screen and scheduling a meeting for a later date.

Leaving internal notes on a patient card and inside the chat screen, and mentioning a colleague.

Line settings decide whether a new message lands in the team pool or goes straight to one consultant. How the pool, claiming and line assignment work.

Connecting a Facebook business account so that Lead Ads submissions land in MetoCRM as leads.

Building an automation that answers an incoming lead with a WhatsApp message based on its ad code.

Connecting the form on your website to MetoCRM so submissions arrive as leads.

Defining the sources that measure where a patient came from, and separating organic from paid.

Three steps to report CRM outcomes — interested and purchase — back to Facebook so it can optimise your advertising.

Turning on round-robin lead distribution, setting how long a consultant has to accept, and switching it off.

Marking patients with free-form tags: adding, editing and deleting customer tags.

Adding, editing and deleting the follow-up statuses that show what a patient is waiting on.

Importing patients and leads from an Excel or CSV file — from the Leads screen and from the Customers screen.

Adding, editing and deleting the categories that group patients by treatment or area of interest.

Adding, editing and deleting the statuses that show where a patient sits in your sales pipeline.

Opening, editing and deleting the customer card that holds a patient's entire history on one screen.

Building the treatment summary from reusable text blocks, and the access rule for patient-portal PDF links since 1 September 2026.

Changing status, transferring to another consultant and adding tags across selected patients — with progress tracking, stopping and undo.

Collecting the doctor's opinion in a consultation room attached to the patient file instead of WhatsApp: on the record, transferable and searchable.

Defining, editing and deleting the coupon codes that apply a discount to a quote.

Adding treatments and services to the product catalogue with their category, price and variants.

Building a quote in MetoCRM: choosing the patient, the currency and invoice date, then the service lines.

Structuring the product catalogue with categories and parent categories, the code field, and category-specific extra order fields.

Uploading and updating the branded background design that sits behind every quote you send.

Building the patient's programme document from vouchers and voucher items, its dependency on patient language, and the confirmation screen.

Defining the services that occupy a slot on the appointment calendar, with a name, a colour and a duration in minutes.

Registering the partners your operation depends on as product suppliers: the fields for hotels, hospitals and transfer companies.

Sending work to a dental laboratory: defining laboratories, opening a request, doctor and laboratory notes, cancellation and status tracking.

Recording airport pickups and hotel transfers against a patient: from, to, time, passenger count, type and fee fields.

Recording a patient's hotel stay with check-in and check-out dates, and how it appears on the accommodation calendars and list.

What the sales, advertising and lead reports tell you, and why a dashboard total does not match the number of records in your list.

Creating a reminder for a call, a payment or a check-up, and reaching reminders from the top bar.

Recording who works which days and hours, handling leave, and designing shifts alongside lead distribution.

E-mails that go out automatically a set number of days after a treatment: title, treatments, days, type, button and URL fields.

Treatment, transfer, accommodation check-in and check-out calendars: branch selection, status filters and jumping to the patient card.

The three operations lists under Lists, their shared status filters (Reserved / Approved / Completed) and report export.

Recording a payment collected from a patient in MetoCRM's accounting screen: the Payment button and the fields it asks for.

Defining consultant commission per product or service as a percentage or a fixed amount — the setup that retires the month-end spreadsheet.

Requesting that a patient record be archived, manager approval and rejection, rollback, and the notification sent to the requester.

Three layers decide who sees what in MetoCRM: the role, the group-manager flag and the assignment. "Manager" in a role name grants nothing alone.

Adding a new team member to MetoCRM: name, login e-mail, phone and password, choosing a role and putting them in a user group.

Adding, editing and deleting the tags that classify documents uploaded to a patient card.

Splitting the team into groups so channel and patient visibility can be managed at group level.

Setting up branches and clinics for clinics running several locations, and the role of the branch prefix.

Defining the languages your patients speak with a title and a code, and the role that language plays in routing, vouchers and the API.

The audit log shows who changed which record and when: the action, the previous and new values, the user and the request address.

Deciding which roles can see a patient's phone number and e-mail address with MetoCRM's data masking settings.

Opening system notifications from the bell icon in the top right of the panel.

What user groups do, which visibility decisions they drive, and how to plan them before you create any.

Sending leads to MetoCRM from your own form, landing page or call-centre software through one endpoint: required fields and what happens next.

The MCP server connects MetoCRM to an AI assistant: the api key, the connection address and which roles can reach the page.