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.
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 complete the information.
Navigate to Home in the top menu, and select the Favourites tab.
Select the Invite button of the required service, then complete the information.
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 email 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!