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CompanyOn Client’s Route Map
Clients’ visit route map
In addition to the ability to access google maps directly from your CompanyOn calendar to get directions to your next visit, we are happy to share two new features on CompanyOn Maps that help our mobile practitioners see the geographical location of their clients and the route to follow for every visit ahead of time.
Let’s show you how it works.
There are two versions of CompanyOn maps. One provides a picture of where all your clients are located.
And the second version, provides you with the exact route of your visit for each day. Helping you know exactly each location so that you know how far away one visit is from the next one chronologically, and plan your day ahead.
You can even access your client's file directly from the map, bringing convenience and simplicity to your everyday work activities.
You can access the route map via the calendar and dashboard and the map with the overall geographical location of all your clients via the patient module.
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Confirmation & Cancelation of Appointments
Confirmation & Cancelation of appointments online Feature
This feature allows your client to either confirm or cancel an appointment when as part of reminders sent electronically.
Let’s show you how it works.
Everytime a reminder of an appointment is sent by the platform as scheduled by the practitioner, in the email or text the client receives, an option to confirm or cancel their appointment is now included.
When a client clicks on the confirm tab, the platform will acknowledge that action, but will not notify the practitioner since no changes to the appointment were made. When the client does cancel an appointment, a window like the one below will ask them the reason for the cancellation.
Once submitted, the practitioner will receive a notification via email that an appointment has been cancelled and the appointment will show as cancelled (red colour) in the calendar.
That's it! The goal with this new feature, is to improve how your clients communicate with you in real time regarding their care.
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CompanyOn Product Feature
Welcome to CompanyOn’s Product Retail Feature
This feature allows you to add and list products on your CompanyOn account, making it easier to offer and billing products as part of your services. Products can be billed together with your current services or separately.
Let’s show you how it works.
Head to your product module and click on create product
Next, add the information needed for each product you want to offer. You can add a serial #, a photo of the product, taxes, inventory, shipping and more. click "save" next.
Make sure to set up the percentage for each tax in advance via the admin module.
All products will be listed in the product's directory. You will be able to edit a product by clicking on it or deactivate it by clicking on the "X" icon to the right.
Once a product is created, you will be able to add it as part of your invoices, add shipping fees if apply and bill together with other services you offer or independently .
You will be able to offer and bill products online as well via your CompanyOn Services Landing Page. To access the page, click on the subdomain you have created within your clinic's profile info.
Once a customer buys a product from your online store, a notification will be sent to you directly to your account .
Every order will then be recorded in the "Orders" module for you to process and deliver.
That's it!
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