Patient Stream Support Articles

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