When you add new Patient/Clients to your Digitail PIMS, clients are automatically invited to download the App and use their auto-generated account.
Pet parents will get an email about their new account, calling them to download the pet portal.
After downloading and installing the app, once they arrive at the login step, their email address will be prefilled.
The pet portal will prompt them to use the magic link to log into the app. This triggers a second email that the pet parent will use to log in.
In the same email the user can set up a password for future logins.
Once logged in, the pet parent will see your clinic information and the pet that has just been added to the clinic database.
Send Clients Invites to the App
Clients that are not active on the App yet can be invited by you.
From the Health Card, you can see if the client doesn't have the App installed yet, and send an email invite directly.
This is the email that clients will receive when you send the invite 👇
The same functionality is available in the add appointment modal, when your staff adds a new appointment.
QR code/Clinic link
Each clinic has it's own unique link. The link is available in QR format or link format on the Clink Link page under main Patients tab.
When opened from a mobile device, the clinic link will direct the user to the phone app store.
Similar to the app invite - the pet parent will be connected to the clinic., irrespective of them having a Digitail Account or not.
The QR can be scanned with the camera and will display the clinic link.
The QR is great tool to have in the waiting room or on the clinic social media profile.
Pro Tip - The clinic link can be easily emailed to your pet parents.
When tapped, the pet parents experience the same behavior as with the QR code.
They are directed to app store to download and install the app.
Depending on whether they have an account or not, they will be prompted to sign up or login.
Identify App users
You can check if a client has downloaded the App in multiple ways. In the case they don't have the App installed, you will be able to send them an invite.
From the Health Card, on the Client profile, you can see if they have the App installed (and since when).
All clients who have the app installed will display a chat icon next to their name across different places on the platform.
Clicking on the Contacts tab on the Chat page will bring up a list of all the users of the app. You can also use the search to find a client faster.
