If a client doesn't know their availability or it's not a convenient time to discuss follow-up appointments, they can book themselves into an appointment at a time that works for them.
When sending an invitation, you can choose your invitation method:
Email only
Text message (SMS) only (available with CBO Advanced subscription)
Email + Text message (SMS) (available with CBO Advanced subscription)
The registrant will receive a secure invitation using the delivery method(s) you select.
Via Referral Inbox
Navigate to the Referrals tab and select the relevant option in the drop-down (i.e. Intake or Group Classes).
Move to the right hand side, hover over the Action button.
Select Invite a Registrant, then select the appropriate service, and select Continue
Select your Invitation method and Invitation language, select Continue
Complete required fields on the form.
Email address is required when sending invitations by email
Phone number is required when sending invitations that include SMS
Select Invite.
Via Favourites
Navigate to Home in the top menu, and select the Favourites tab.
Select the Invite button of the required service, then complete the information.
Select Invite.
Note: This functionality is currently limited to the services in your favourites list. Learn how to save a service as a favourite here.
Once the client is invited, they will receive an invite based on selected invitation method with a link that will direct them to a specific service in Caredove. They can then select an appointment time and complete the referral form.
Tip: to improve security, you can choose to send the invitee an Invitation Code.
Like what you've read so far? Check out our guide on Advanced Invitation features!
If your organization is on Caredove's CBO Advanced subscription and you would like to enable Text Message (SMS) Invitations, please reach out to our team using the chat box within Caredove.