Turn Off Automatically Assigning Web Clients to Pathways
If you are using the Lead Form on your website but do not want lead submissions that become new clients in PatientNow Essentials to be automatically assigned to pathways, you can turn this functionality off.
Navigate to Company Settings > Online Booking > General Options.
Check the box “Do not automate assigning web clients to Concierge Pathways”
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Booking Appointments Automatically Places Clients on a Pathway
Clients that book appointments using Online Booking may be automatically added to a pathway, along with those that are booked directly onto the schedule. If the Service on the appointment has a Service Type which is also assigned to an active pathway, then the client will be automatically assigned to the pathway when a consultation or appointment is scheduled using online booking or directly on the schedule.
For example, if a client has an appointment scheduled with the service “Botox Consultation” which set up with the Service Type “Botox” and there is an active pathway also assigned to the Service Type “Botox”, then the client will be automatically set on the Botox pathway, at the Inquiry stage. It works the same way for online booking appointments.
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Turn off automated assignment to pathways with scheduling/booking
If you are using Concierge but do not want to have your clients automatically assigned to a pathway when an appointment is booked online or on the schedule that has an associated pathway, you can turn this functionality off.
Navigate to Company Settings > Schedule Options > General Schedule Options > General Options.
Check the box “Do not automate assigning clients to Concierge Pathways from schedule”.
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