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

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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.

@office_name #@DB

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