Oliver Onboarding - First Steps

practice_name

practice_email

pm_email

phone

nofun

pims

pm_name

close_date

What’s the name of your practice?

What practice management software (PIMS) does your practice use?

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Neo account type

I'd like to create a new Neo account with an email address provided by Oliver

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Pulse account type

I'd like to create a new Pulse account with an email address provided by Oliver

Point of Contact

Online Booking Summary

Direct Booking - appointments will automatically be added to your schedule and practice management system (most common)

Appointment Requests - require a member of the staff to approve each appointment before they are added to the schedule and practice management system. Requests are still based on live calendar availability (less common)

Would you like to use Appointment Requests or Direct Booking when a client books an appointment online?

Deposit Collection

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Online Appointment Types

Appointment Notification Basics

Oliver won't be sending our appointment notifications

How would you like clients to receive notifications about their appointments?

Yes (e.g. surgery drop-offs are 7:30-8:00am)

Oliver Onboarding - First Steps

We’re excited to work with you!

First, let's make sure we have the basics right.

What practice management software (PIMS) does your practice use?