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Configuring company profile, location and forwarding numbers (setupwizard >>company profile settings)

Configuring for multi-branch environments with centralised database

With multi branch clinics where they use a centralised customer database it is better to run marketing campaigns form the main data hub system where all the customer details are. Running marketing campaigns in split hubs for individual branches is riskier. For example, a patient seen at one branch may be euthanased at another branch, so this information may get missed. Or a patient may be ‘lost’ to one branch simply because they have started using one of the other branches. This is only true for centralised databases. If branch clinics each run on separate databases, there will be duplication of customers and the above risks cannot really be avoided.

To configure the text messages for multiple branches, you can use pipe '|' separated values so that the text message contains the branch name, branch phone number and branch online scheduling link:

1. text_branch_tags: Set this to EXACTLY the same text as the branch names in the software system
   Eg. branch1|branch2

2. text_business_name: Set this to what you want displayed on the text message:
   Eg. London Vets|Manchester Vets

3. text_business_phone: Set this to the phone number for each branch.
   Eg. 02123456|03456789

4. text_appointment_link: Set this to the URL for the appointment scheduler for each branch.
   Eg. https://apptschedule1:https://apptschedule2
   Note that for some practices their online scheduler for branches is shared, so it may not be necessary.

Please note that the order of the above lists is important and must always correspond to your order in text_branch_tags.

You must also make sure thet the text messages you are sending are using placeholders for the above values not hardcoded names and phone numbers.