Appointment Reminders – Single

Schedule one-on-one appointments and send confirmations with just a few clicks.

This video walks you through how to schedule a single appointment in Mosio using the appointment dashboard. You’ll learn how to search for a participant, choose a date, and confirm the appointment quickly. Once scheduled, the participant receives an automated message with a prompt to confirm, making the process efficient and easy to track.

Transcript:

Okay. So today, we'll show you how quickly how to schedule a single appointment. If you click on the appointments drop down and you click the overview, it will take you here. There's a quick reference drop down that shows you all of the past, appointments that you have. Say we're on the upcoming page. So if I click on today's appointments, it doesn't show anything. And I'll show you really quickly how to schedule a single appointment.

So we recommend, you know, if you want, you can bookmark this this particular page. But all you do is you use the picker for the date.

You can look up with the search, the participant or patient ID, type in the name, the phone number, and then you click schedule.

So if you go back to this page and I refresh, I should be able to see under upcoming this appointment that's coming up. So you can see what the message looks like, the yes response. In another video, we'll show you how to adjust this content here. That's it for scheduling a single appointment. Thanks.