How to: Add a New Contact through Chat
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How to: Add Subjects to Chat
Chat Subjects allow you to organize your chats in the Teletask Portal. You can assign different subject to remind you what chats are about such as rescheduling an appointment. They can also be used to sort chat messages, To learn more about creating ...
Chat Changes
New Chat Changes have been released! These changes were based on customer feedback and will help streamline your chat experience. Here is a summary of the improvements: Chat Templates can now be selected from a list Chats Filters have been collapsed ...
How to: Add a New Patient through the Scheduler
Sometimes you need to schedule an appointment for someone who is not in your current client/contacts list. Please follow the steps below to create a new Patient ID from the Scheduler. Note: The Scheduler must be enabled on an account prior to use. ...
How to: Edit an Existing Contact or Client in a Contact Group
A contact profile is a record of a client/contact which includes their contact information, opt-in preferences, message history and additional details. The information in the contact profile may change over time and need to be updated or you may ...
How to: Add or Remove Contacts Individually from a Contact Group
You can create a Contact Group by adding clients/contacts one by one. Please follow the steps below to create a blank Contact Group and then add or remove clients to it. Note: These directions walk you through creating a Contact Group with no clients ...
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