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How to select Session Type for Call/Recall message

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To select the appointment you wish to make available, do the following:

  • Scroll down to Step 3: Select a Session Type to invite patients to

Here you can see all available Slot Types available on your clinical system.

  • Refer to the Enable (select one) column
  • Click the slot you wish to enable
  • In the Button to Call to Action column, click on the text field and name what you wish the slot to appear as via the invitation

TOP TIP:  it is important to give this slot type a name which is easily understood by your patients (i.e. ‘Asthma Appointment’ for a Asthma campaign).

Please Note: By selecting the Slot Type, it will make all appointments within that slot available for invited patient’s to book. Also if Slot is not appearing check in your Exclusions section that it is not marked as a Sensitive Appointment.

Now refer to the Make this invitation-only session available between section. This section will allow you to set the time-span of when this invitation is available until.

  • Click on the field for Start Date
  • Select a start date from the calendar
  • Click on the field for End Date
  • Select a start date from the calendar

Please Note: Patient responses will be accepted from 12:00am on the chosen start date until 11:59pm on the chosen end date.

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