Feature Overview
By Angel and 1 other2 authors16 articles
- API IntegrationFind information on API Integration
- Healthcare-Enabled Environment Upgrade for AppointmentsLearn how to align with HIPAA requirements, manage Staff Member roles, control access to sensitive data using permissions and audit logging.
- Introduction to Appointments Marketing SuiteDiscover the three core products; AI Receptionist, AI CRM, and Campaigns Pro - that work together seamlessly to capture leads, manage relationships, and accelerate growth.
- Getting Started With Appointments Marketing SuiteLearn how to access the platform via SSO, invite your team with customizable role-based permissions, and explore core features like conversations, CRM, campaigns, and executive reporting dashboard.
- Managing Contacts and Lists With Appointments Marketing SuiteLearn how to organize contacts into static and smart lists, add custom fields, segment your audience effectively, and target campaigns for improved impact and personalization.
- How to Capture Leads With Web Forms In Appointments Marketing SuiteLearn how to create, customize, and embed lead capture web forms in Appointments Marketing Suite to register attendees, collect feedback, and build your contact list.
- Using the Conversations Inbox with Appointments Marketing Suite
- How to Set Up the AI Chat Receptionist with Appointments Marketing SuiteLearn how to configure your AI Receptionist's identity, enable communication channels, train capabilities for lead capture and appointment booking, build a knowledge base, and thoroughly test before launch.
- How to Create and Send Email & SMS Campaigns with Appointments Marketing SuiteDesign, automate, and track personalized email and SMS campaigns to reach your audience at scale with built-in analytics, AI content generation, and powerful multi-step automation.
- How to Get Support for Appointments Marketing SuiteContact Appointments Support through in-platform chat or email support. Prepare the right information, try quick troubleshooting steps first, and expect responses within one business day.
- Appointments Marketing Suite FAQs & TroubleshootingFind answers to common questions or additional details that may not be covered in the main instructions