Inviting Patients in Bulk to Create Portal User Accounts

User accounts are required to make online bookings and access your web portal. However, Patient profiles within your clinic may not have existing portal user accounts to book online. To solve this quickly, you can send up to 500 user account invitations to patients if they have an email saved to their profile. If you need to send more than 500 invitations, you can repeat the process until your entire clinic has been sent an invitation.

***IMPORTANT***: Before you send bulk invites, we strongly recommend you email your patients to let them know they will get an email from Noterro. Otherwise, they may ignore or miss the email.

  1. Log in as an Admin
  2. Click on the Patient icon (left header)
  3. Click on the Three Dots next to the Add Patient button
  4. Click Bulk Invite Users
  5. Select all the Profiles or Individual Profiles
  6. Click Send

Please note: Invitations may take a few minutes to be sent and received.

Disabling Individual Practitioners from Appearing on Online Booking

Adjusting the Time When Text, Email & Phone Reminders are Sent

Adjusting the Zoom Level of your Noterro Calendar

User accounts are required to make online bookings and access your web portal. However, Patient profiles within your clinic may not have existing portal user accounts to book online. To solve this quickly, you can send up to 500 user account invitations to patients if they have an email saved to their profile. If you need to send more than 500 invitations, you can repeat the process until your entire clinic has been sent an invitation.

***IMPORTANT***: Before you send bulk invites, we strongly recommend you email your patients to let them know they will get an email from Noterro. Otherwise, they may ignore or miss the email.

  1. Log in as an Admin
  2. Click on the Patient icon (left header)
  3. Click on the Three Dots next to the Add Patient button
  4. Click Bulk Invite Users
  5. Select all the Profiles or Individual Profiles
  6. Click Send

Please note: Invitations may take a few minutes to be sent and received.

User accounts are required to make online bookings and access your web portal. However, Patient profiles within your clinic may not have existing portal user accounts to book online. To solve this quickly, you can send up to 500 user account invitations to patients if they have an email saved to their profile. If you need to send more than 500 invitations, you can repeat the process until your entire clinic has been sent an invitation.

***IMPORTANT***: Before you send bulk invites, we strongly recommend you email your patients to let them know they will get an email from Noterro. Otherwise, they may ignore or miss the email.

  1. Log in as an Admin
  2. Click on the Patient icon (left header)
  3. Click on the Three Dots next to the Add Patient button
  4. Click Bulk Invite Users
  5. Select all the Profiles or Individual Profiles
  6. Click Send

Please note: Invitations may take a few minutes to be sent and received.

Disabling Individual Practitioners from Appearing on Online Booking

Adjusting the Time When Text, Email & Phone Reminders are Sent

Adjusting the Zoom Level of your Noterro Calendar

calendar date picker

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice