Section: Application Guides

How to enable Biometrics (Touch ID / Face ID) on the Medical App

Customising System Emails with the Email Builder

Linking a Dojo Terminal to Consentz

Membership Plans

Linking Xero

Webinar – Note Writing on the Control Centre

Webinar – Xero

Webinar – Getting Started with Account basics

Stopping Reminder Messages

Managing Locations

Prescriptions

Sending Questionnaires and Consent Forms before an Appointment (Pre Apt)

Entering Batch numbers

Creating a Prospect via a webform

Prepayment Packages

Adding Quotes to a Patient Record

Integrate with Postcode Lookup

Adding Preset Options to your Clinic

How to Add Correspondence Templates

How to manage Blocker Reasons

Sending Correspondence with the Control Centre

Copying Data from one Patient to Another

Adding a Blocker

Setting up video appointments with Zoom

Inviting a Patient to access Consentz via the Patient App and Online Booking

Moving Appointments to another Day

Linking the Consentz Calendar with a Calendar app using an .ics file

Control Centre Calendar Walkthrough

Generating Vouchers and Using Voucher Codes

Using Metatags within your Terms and Conditions

Using the Task Board

Setting Up and Using the Day Sheet

Assigning Practitioner Rota to the Calendar

Assigning Treatments to Practitioners

Getting Started Guide – Practitioner Guide

Integrating with MailChimp

Setting Up Online Booking

Sharing Patients between Clinics in an Organisation

Getting Started Guide – Receptionist Role

Getting Started Guide – Clinic Set Up

Paying Invoices with a Prepayment

Adding Prepayments

The Prepayment Menu

Testing Twilio SMS Reminders

How to set up SMS Reminders message content

How to set up a Twilio account for SMS Reminders

Adding Treatments

Locking the Consentz Practitioner Application

Adding Products

Setting up Treatments and Products using the Control Centre