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How to send an appointment invite to your patient

Updated over 3 weeks ago

Once you're ready to complete your sign-off on a request, follow these steps to include a booking link for the patient:

  1. Open the request from your dashboard.

  2. Navigate to the Sign-off / Next Steps section.

  3. Under sign-off options, select Appointment, then choose Send appointment invite.

  4. An invite configuration window will appear β€” set your preferred date range, available slots, location, clinician, delivery method, and link expiry.

  5. Add any notes or messages for the patient if needed.

  6. Complete your sign-off as usual (e.g. Sign off & notify patient).

The patient will automatically receive an email or SMS with their personalised booking link once sign-off is complete.

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