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AccountClinicCityLocal timePhoneStatus
Loading clinic accounts
The full PT, chiropractic and neurotherapy list loads once per visit. After that, search and filters are instant.
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The full PT, chiropractic and neurotherapy list loads once per visit. After that, search and filters are instant.
Add a cold caller with their name, email and a temporary password. Send them the sign-in details; they choose their own password the first time they sign in.
The CRM reads new clinics from your Google Sheet through a small script you add to the sheet once. In the sheet: Extensions → Apps Script, replace everything with the code below, then Deploy → New deployment → Web app, Execute as: Me, Who has access: Anyone. Paste the web app URL here.