Manage Appointments
Learn how to post appointments (for unintegrated accounts only), and respond to pending requests on Everseat.
Turning on Browser Notifications
For Integrated Accounts:
Guide for Manage Appointments – Integrated
For Unintegrated Accounts:
Wait List
Add patients to your wait list to notify them via text message when new appointments are made available.
For Integrated Accounts:
Guide for Wait List- Integrated
For Unintegrated Accounts:
Refer Patients
Learn how to send a referral.
Note: The referral tab is available to select accounts. Please contact Everseat to learn more.
Manage Users
For larger businesses, choose specific staff members who will be responding to appointment requests and (for unintegrated accounts only) posting appointments. Select which providers and locations they need access to.
Note: If you do not have access to this tab but would like to, please contact Everseat to add it for you.
Guide for Managing Users – Adding and Editing Managers and Administrators
Profile
Verify that all of your profile information is correct. This is where you will customize your account, add personnel, and locations.
Messages
Everseat sends updates and urgent notifications to the messages inbox. If you use the referral tool, you can also receive referrals without a specific date/time to this inbox.
Patient Approval Statuses
Confirm requests automatically, add specific patients to an auto-confirm list, and add specific patients to an auto-deny list.
Communications
Add custom content to your appointment confirmation email and the “Invite Patients” email content that is sent to patients.
Manage Notifications
Send a one-time notification to a group of patients. This feature is useful for alerting patients of weather closures or changes to your schedule.
Account Settings
Make changes to your login information, subscription information, or notification preferences.
Configurations
Set default information (name, notes, duration) about the appointments that you will offer through Everseat. Configure reminders, appointment questions, and colors for iframes.
Appointment Defaults Training Guide
Guide for Patient Settings, Appointment Questions, and Webapp Colors
Worksheet for Setting up Appointment Types and Appointment Questions
Guide for Custom Reminder Messages (available for most integrations, please contact Everseat before setting up)
Integrations
Learn how to edit integration settings as well as adding and editing provider schedules.
Guide for Managing Integrations
Guide for Adding and Editing Provider Schedules
Invite Patients
Invite your patients to book with you online with a basic introductory email.
Invite Providers
If you use receive referrals from the Everseat referral tool, you can invite additional referring providers.