Patient Stream Help Center
Go to Patient Stream Support
All Collections
Patient Stream Support Articles
Patient Stream Support Articles
61 articles in this collection
Written by
Heather Kelley
Automatic Review Requests Explained
check out how to use our Automated Review Requests!
Written by
Heather Kelley
Updated over a week ago
How To Change Your Ad Budget
Want to change your Facebook ads budget? It's easy! Here's how.
Written by
Heather Kelley
Updated over a week ago
Editing A Two Step Order Form In A Funnel
Here's how to setup a two step order form so leads can submit payments.
Written by
Heather Kelley
Updated over a week ago
How to Setup SMS Notifications in Patient Stream
Want faster notifications? Setup the SMS Notifications Trigger in Patient Stream
Written by
Heather Kelley
Updated over a week ago
Mass Updating Contacts
Written by
Heather Kelley
Updated over a week ago
How to Edit the Vitamin D Campaign
Want to update the texts or emails? Here's how!
Written by
Heather Kelley
Updated over a week ago
Switching Between Clinics In Patient Stream
Want to advertise for more than one clinic in Patient Stream and don't want a sub account? Here's how to toggle back and forth between them.
Written by
Heather Kelley
Updated over a week ago
New Patient School Course
A course designed with your team in mind!
Written by
Heather Kelley
Updated over a week ago
New Patient School Course Login Page
Written by
Heather Kelley
Updated over a week ago
Locating A Lead
Written by
Heather Kelley
Updated over a week ago
Automated Messaging Basics
Written by
Heather Kelley
Updated over a week ago
Creating Custom Campaign Message Sequences - Quick
Written by
Heather Kelley
Updated over a week ago
How To Add Website Visitors To A Mailing List on Patient Stream:
Written by
Heather Kelley
Updated over a week ago
Trouble Shooting Dropped Voice Calls
Written by
Heather Kelley
Updated over a week ago
How to Bulk Upload Contacts into Patient Stream
Written by
Heather Kelley
Updated over a week ago
How to Use Custom Values
Written by
Heather Kelley
Updated over a week ago
Conversations Tab Overview
A brief overview of the conversations tab
Written by
Heather Kelley
Updated over a week ago
Opportunities Tab Overview
A brief overview of the opportunities tab
Written by
Heather Kelley
Updated over a week ago
Marketing Tab Overview
A brief overview of the marketing tab
Written by
Heather Kelley
Updated over a week ago
Scheduling Tab Overview
A brief overview of the scheduling tab
Written by
Heather Kelley
Updated over a week ago
Contacts Tab Overview
A brief overview of the contacts tab
Written by
Heather Kelley
Updated over a week ago
Triggers Tab Overview
A brief overview of the triggers tab
Written by
Heather Kelley
Updated over a week ago
Phone Call Tab Overview
A brief overview of the call tab
Written by
Heather Kelley
Updated over a week ago
Settings Tab Overview
A brief overview of the settings tab
Written by
Heather Kelley
Updated over a week ago
Zapier Integration
How to integrate Zapier with Patient Stream
Written by
Heather Kelley
Updated over a week ago
Getting Your API Key For Zapier
How to get your company API Key for your zapier connection
Written by
Heather Kelley
Updated over a week ago
Adding A Lead To Patient Stream Using Zapier
Zapier can sometimes be confusing. Here is a quick video to offer clarification on how to add a lead to the platform.
Written by
Heather Kelley
Updated over a week ago
Setting Up Call Forwarding on Patient Stream
How to forward calls from your tracking number to your office number or cell phone
Written by
Heather Kelley
Updated over a week ago
Setting Timing Between Messages In Patient Stream
How to time messages sequences in Patient Stream and set the timing in between each message
Written by
Heather Kelley
Updated over a week ago
Finding Your Google Place ID & Manually Creating A Google Review Link
A quick video on how to find your Google Place ID number and how to use that ID number to manually create review links
Written by
Heather Kelley
Updated over a week ago
How To Add Contacts To Campaigns Using Tags
Written by
Heather Kelley
Updated over a week ago
How To Become An Affiliate
Written by
Heather Kelley
Updated over a week ago
Using Facebook Lead Gen Form Leads As A Trigger For Actions Inside Patient Stream
Written by
Heather Kelley
Updated over a week ago
Copying A Campaign In Patient Stream
Written by
Heather Kelley
Updated over a week ago
Creating A Campaign To Use In A Bulk Request
Written by
Heather Kelley
Updated over a week ago
Integrating Mailchimp With Patient Stream - Sending Patient Stream Sign Ups To Mailchimp
Written by
Heather Kelley
Updated over a week ago
Android & iOS Apps For Patient Stream
Written by
Heather Kelley
Updated over a week ago
Connecting Stripe To Patient Stream To Collect Payments
Written by
Heather Kelley
Updated over a week ago
Having Leads Pay For Appointments Prior To Them Booking Using Calendars
Written by
Heather Kelley
Updated over a week ago
Use Custom Conversions to Optimize for URL Traffic and Custom Events in Facebook Events Manager
Written by
Heather Kelley
Updated over a week ago
Add GoDaddy Domain To Patient Stream
Written by
Heather Kelley
Updated over a week ago
How to add an unsubscribe link to your messages
How to add an unsubscribe link manually to your emails.
Written by
Heather Kelley
Updated over a week ago
Integrating Google Calendar With Patient Stream
Written by
Heather Kelley
Updated over a week ago
Creating An Entire Patient Stream Snapshot From Scratch
Want to run your own messages, automations, opportunity pipelines and more in PS? Here’s an outline to help you through!
Written by
Heather Kelley
Updated over a week ago
Automatically Add Email Footer To All Outbound Messages
Written by
Heather Kelley
Updated over a week ago
How To Connect WooCommerce To Patient Stream
Written by
Heather Kelley
Updated over a week ago
Creating HTML Email Campaigns
Written by
Heather Kelley
Updated over a week ago
Setting Up Voicemails For Company Tracking Numbers
Written by
Heather Kelley
Updated over a week ago
How to Remove Your Leads From Patient Stream
Written by
Heather Kelley
Updated over a week ago
How To Add Website Visitors To A Mailing List on Patient Stream
Written by
Heather Kelley
Updated over a week ago
Changing your Opportunity Status
Written by
Heather Kelley
Updated over a week ago
How To Use The Reactivation Campaigns
Have some old leads or patients needing a little push? Watch here to learn how to launch a reactivation campaign!
Written by
Heather Kelley
Updated over a week ago
Campaign Timing
Need to better understand or edit your campaign timing? Watch here:
Written by
Heather Kelley
Updated over a week ago
How To Add Contacts Into Opportunities
This is a guide to help you add an existing contact into an opportunity.
Written by
Heather Kelley
Updated over a week ago
Manually Adding a Contact to an Opportunity
Written by
Heather Kelley
Updated over a week ago
How to Configure a Campaign to Stop On Response
Written by
Heather Kelley
Updated over a week ago
How to Create Messages From Scratch
Written by
Heather Kelley
Updated over a week ago
Forward your client's message from Patient Stream to your Mobile Phone
Written by
Heather Kelley
Updated over a week ago
Chat Widget - How to install on your Website
Written by
Heather Kelley
Updated over a week ago
Be notified via SMS when new lead was generated
Written by
Heather Kelley
Updated over a week ago
How to Block off Time Slots on Your Calendar in PS
Written by
Heather Kelley
Updated over a week ago