Lead Capture
PatientNow Essentials offers the ability to embed an iframe in your website to capture leads, automatically create these leads as new clients and assign them to two pathways in Concierge based on selected areas of interest. These leads can also be monitored for duplicates through available reporting in PatientNow Essentials.
Add the Lead Form to a website
1. Navigate to Company Settings > Online Booking > Integration Options
2. Copy the code displayed under “To add the Lead Form to an existing website, add the following code to your site:”
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3. Paste the code within your HTML file for the web page where you want to add the Lead Capture form. This can be done through a file editor or directly through your website’s content management system, like WordPress, Wix, or another platform. See more detailed directions here.
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4. The inquirer will receive confirmation that their submission was a success.
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Lead Form Submission
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After a lead clicks Submit, the information entered on the lead form is automatically entered in PatientNow Essentials as a client.
Note that inquirer selected two areas of interest on the Lead Form:
Botox Consultation
Facial Consultation
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Each of these areas of interest are Services from the Service List. Each also has a Service Type associated with them:
These service types are also assigned to active pathways.
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When we view the new client and look at the Concierge tab, we can see the client has automatically been assigned to these two pathways. The Service Type that was associated with the Service selected as an Area of Interest on the Lead Form provided the link to the Pathway with the same Service Type assigned to it.
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