# @office_name #@DB

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### Welcome to your Rapport account

What Do You Want To Do?
Setup Account information Office hours Online scheduling parameters Client communications Email templates Online Scheduling website layout Health certificates and more... Schedule View your appointment calendar by column or by provider Clients View client and patient records View opt-out reports View client appointment & communication history Campaigns Use the Media Center to: Send vaccine reminders through email, text, phone, or postcard Send marketing communications Outbox View the account's communication history Access the archives for any messages previously sent Reviews View Surveys results and monitor any recent Surveys activity < R e t u r n Results Summary Summary of all reviews and sorveys posted on your account Recent Reviews Recent reviews posted Recent Surveys Detail of surveys posted recently Setup Change survey questions, screening and other parameters Printing Reviews Print your best reviews and create youw own Reviews Book < R e t u r n Emails Outbox Archive of emails sent to your clients Text Outbox Archive of text messages sent to your clients Voice Outbox Archive of phone calls sent to your clients All Recents View recent communication history Reports View a custom communications report < R e t u r n < Account Information View general account settings Enter social media links for the account Reviews Establish Surveys settings Online Scheduling Establish all parameters required for a fully functional online scheduling system. Office hours Provider hours Reasons/Services setup Specific schedule models Reminders Appointment reminders sent by: Emails Text messages Phone calls Templates Email & text message content Email design Online Scheduling website Display of provider names Display of appointment types Create a custom set of tags Client Communications Appointment reminders New appointment confirmation email New client welcome email Birthday greetings Reactivation More < R e t u r n < Schedule Display Choose which columns/providers display on the appointment schedule by default Reminders Summary Establish Daily Confirmation Report and Daily Task List delivery settings Reminders Alerts Establish alerts to notify when the account has reached its limit of monthly communications Private Space Upload images and CSS to customize the OLS page layout and email templates for the practice Usage Monitor phone & text message activity for the account < R e t u r n Office Hours Set the general open hours for the office Staff Schedule Define any specific open hours for providers or columns Reasons Establish a list of services your clients can choose when scheduling an appointment online Daily Models Create specific scheduling availability for a particular day Weekly Models Define the weekly schedule for a specific provider or column Preview Test the online scheduling Advanced Options Establish advanced online scheduling settings < R e t u r n Appointment Reminders Appointment reminders sent by: Email Text message Phone call Pet Reminders Vaccins & other reminder sent by: Email Text message Phone call Reactivation Automatically contact clients who haven't visted your office in a defined length of time. Reactivation sent by: Email Text message Phone call New Client Welcome Detect recently added clients and send an email welcoming them to the practice New Appointment Confirmation Detect recently added appointments and send an email confirming the date & time for the client Birthday Send clients a nice birthday message on their pet's birthday Activation Select which communications will be sent out automatically each day. < R e t u r n Models Models of all automated Email Text message Practice Template Practice email model used as the background for all email communications Online Scheduling Web Site Customize the design of the practice's Online Scheduling page Provider Names Fine tune how the provider names display in each media. Service Names Fine tune how the appointment types or services names display in each media. Today is @TODAY Confirmation list Task List

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