You can upload documents such as customer passport photos and flight ticket photos to the content of the proposals you prepare for your customers. Since all the documents you add for your customers will be linked to their patient files, first go to the Offer page from the main menu. If you want to… Continue reading How do I upload a document to a customer card?
Category: Documentation
Creating a Customer Form
New Form Open the Customer Forms -> New Form page from the main menu. Click on the Add button in the top right corner to create your form. Enter the title of your form. NOTE: You must write its equivalent in all languages saved in the system accurately. Click on the Add Question button. Select… Continue reading Creating a Customer Form
System Settings
This is the area where your system settings are located. General Settings: Open the System Settings -> General Settings page from the main menu. Upload your company logo to the brand logo section. Enter your company address, phone number, and email address. SMTP Settings: You need to add the necessary information to the form… Continue reading System Settings
Quick Links
New Transfer Click on the icon next to your profile button on the top right to access Quick Links. Click on the New Transfer button. Select your patient. Choose which offer you want to enter the transfer for. Enter the information for origin, destination, number of passengers, and amount. Enter the pickup time information. If there… Continue reading Quick Links
Adding Doctor User
Open Users page under Users from the main menu. Click the Add button on the top right. Fill in the necessary information of the user. Check the Doctor option in the Role section. Select the hospital you want to link the doctor user from the opened Hospital section. Click here if you haven’t added a… Continue reading Adding Doctor User
Adding Hotel User
Open Users page under Users from the main menu. Click the Add button on the top right. Fill in the necessary information of the user. Check the Hotel Agent option in the Role section. Select the hotel you want to link the hotel agent user from the opened Hotel section. Click here if you haven’t… Continue reading Adding Hotel User
Adding Transfer User
Open Users page under Users from the main menu. Click the Add button on the top right. Fill in the necessary information of the user. Check the Transfer Agent option in the Role section. Select the transfer company you want to link the transfer agent user from the opened Transfer Company section. Click here if… Continue reading Adding Transfer User
Adding Hospital User
Open the Users page under Users from the main menu. Click the Add button on the top right. Fill in the necessary information of the user. Check the Hospital/Clinic option in the Role section. Select the hospital you want to link to the hospital user from the opened Hospital section. Click here if you haven’t… Continue reading Adding Hospital User
How can I add a companion?
You can add the necessary transfer information of the companions who will accompany the patient to the proposals you prepare for your customers. Since all the documents you add for your customers will be attached to the patient file, first go to the Offer page from the main menu. If you want to add proposal… Continue reading How can I add a companion?