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The Veterinary Demo Clinic
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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
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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
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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
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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
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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
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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
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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.
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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 4/4/2015
Confirmation list
Task List
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