Patient Stream Support Articles

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49 articles in this collection
Written by Heather Kelley

How To Add Website Visitors To A Mailing List on Patient Stream:

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Written by Heather Kelley
Updated this week

Trouble Shooting Dropped Voice Calls

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Written by Heather Kelley
Updated this week

How to Bulk Upload Contacts into Patient Stream

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Written by Heather Kelley
Updated this week

How to Use Custom Values

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Written by Heather Kelley
Updated this week

Conversations Tab Overview

A brief overview of the conversations tab
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Written by Heather Kelley
Updated this week

Opportunities Tab Overview

A brief overview of the opportunities tab
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Written by Heather Kelley
Updated this week

Marketing Tab Overview

A brief overview of the marketing tab
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Written by Heather Kelley
Updated this week

Scheduling Tab Overview

A brief overview of the scheduling tab
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Written by Heather Kelley
Updated this week

Contacts Tab Overview

A brief overview of the contacts tab
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Written by Heather Kelley
Updated this week

Triggers Tab Overview

A brief overview of the triggers tab
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Written by Heather Kelley
Updated this week

Phone Call Tab Overview

A brief overview of the call tab
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Written by Heather Kelley
Updated this week

Settings Tab Overview

A brief overview of the settings tab
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Written by Heather Kelley
Updated this week

Zapier Integration

How to integrate Zapier with Patient Stream
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Written by Heather Kelley
Updated this week

Getting Your API Key For Zapier

How to get your company API Key for your zapier connection
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Written by Heather Kelley
Updated this week

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.
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Written by Heather Kelley
Updated this week

Setting Up Call Forwarding on Patient Stream

How to forward calls from your tracking number to your office number or cell phone
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Written by Heather Kelley
Updated this week

Setting Timing Between Messages In Patient Stream

How to time messages sequences in Patient Stream and set the timing in between each message
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Written by Heather Kelley
Updated this week

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
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Written by Heather Kelley
Updated this week

How To Add Contacts To Campaigns Using Tags

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Written by Heather Kelley
Updated this week

How To Become An Affiliate

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Written by Heather Kelley
Updated this week

Using Facebook Lead Gen Form Leads As A Trigger For Actions Inside Patient Stream

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Written by Heather Kelley
Updated this week

Copying A Campaign In Patient Stream

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Written by Heather Kelley
Updated this week

Creating A Campaign To Use In A Bulk Request

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Written by Heather Kelley
Updated this week

Integrating Mailchimp With Patient Stream - Sending Patient Stream Sign Ups To Mailchimp

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Written by Heather Kelley
Updated this week

Android & iOS Apps For Patient Stream

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Written by Heather Kelley
Updated this week

Connecting Stripe To Patient Stream To Collect Payments

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Written by Heather Kelley
Updated this week

Having Leads Pay For Appointments Prior To Them Booking Using Calendars

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Written by Heather Kelley
Updated this week

Use Custom Conversions to Optimize for URL Traffic and Custom Events in Facebook Events Manager

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Written by Heather Kelley
Updated this week

Add GoDaddy Domain To Patient Stream

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Written by Heather Kelley
Updated this week

How to add an unsubscribe link to your messages

How to add an unsubscribe link manually to your emails.
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Written by Heather Kelley
Updated this week

Integrating Google Calendar With Patient Stream

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Written by Heather Kelley
Updated this week

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!
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Written by Heather Kelley
Updated this week

Automatically Add Email Footer To All Outbound Messages

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Written by Heather Kelley
Updated this week

How To Connect WooCommerce To Patient Stream

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Written by Heather Kelley
Updated this week

Creating HTML Email Campaigns

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Written by Heather Kelley
Updated this week

Setting Up Voicemails For Company Tracking Numbers

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Written by Heather Kelley
Updated this week

How to Remove Your Leads From Patient Stream

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Written by Heather Kelley
Updated this week

How To Add Website Visitors To A Mailing List on Patient Stream

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Written by Heather Kelley
Updated over a week ago

Changing your Opportunity Status

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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!
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Written by Heather Kelley
Updated over a week ago

Campaign Timing

Need to better understand or edit your campaign timing? Watch here:
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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.
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Written by Heather Kelley
Updated over a week ago

Manually Adding a Contact to an Opportunity

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Written by Heather Kelley
Updated over a week ago

How to Configure a Campaign to Stop On Response

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Written by Heather Kelley
Updated over a week ago

How to Create Messages From Scratch

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Written by Heather Kelley
Updated over a week ago

Forward your client's message from Patient Stream to your Mobile Phone

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Written by Heather Kelley
Updated over a week ago

Chat Widget - How to install on your Website

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Written by Heather Kelley
Updated over a week ago

Be notified via SMS when new lead was generated

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Written by Heather Kelley
Updated over a week ago

How to Block off Time Slots on Your Calendar in PS

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Written by Heather Kelley
Updated over a week ago