Practice management

Set up your coreplus account for success

Diana Younan avatar Adrian Gauci avatar Andreas Papastergiadis avatar +1
42 articles in this collection
Written by Diana Younan, Adrian Gauci, and Andreas Papastergiadis and 1 other
Customise your account

Setting up your email signature

Create an email signature that is part of an email sent via coreplus
Adrian Gauci avatar
Written by Adrian Gauci
Updated this week

Guide to activating email using a 3rd party email provider

Enter new email settings within coreplus application and migrate your email history to the new email service provider
Lachlan Cox avatar
Written by Lachlan Cox
Updated this week

Guide to switching your coreplus email to a 3rd party email provider

Setup email forwarding and ensure you maintain a copy of your emails
Diana Younan avatar
Written by Diana Younan
Updated this week

Guide to exporting your emails out of coreplus

Take action now to ensure you maintain a copy of your emails
Lachlan Cox avatar
Written by Lachlan Cox
Updated this week

Set send/reply to email address

Nominate an email address that your clients will see when receiving emails sent from your coreplus account
Lachlan Cox avatar
Written by Lachlan Cox
Updated this week

Create a questionnaire template

Create an intake form or set of questions to ask your clients
Andreas Papastergiadis avatar
Written by Andreas Papastergiadis
Updated over a week ago

Create a custom data template

Manage or extract your custom data sets to record more information about a client
Andreas Papastergiadis avatar
Written by Andreas Papastergiadis
Updated over a week ago

Setting up your sites

Add, edit or delete a site or location
Adrian Gauci avatar
Written by Adrian Gauci
Updated over a week ago

Add a room

Add, edit or delete rooms in your practice
Adrian Gauci avatar
Written by Adrian Gauci
Updated this week

SMS reminder template

Create a SMS appointment reminder template to reduce no shows and cancellations
Adrian Gauci avatar
Written by Adrian Gauci
Updated this week

Email reminder templates

Setup an email reminder template to notify clients of their upcoming appointment
Adrian Gauci avatar
Written by Adrian Gauci
Updated this week