Frequently Asked Questions

Purchasing addons allows you more features and higher functionality while remaining on a lower tier plan. However, there is no obligation to purchase addons. In fact, it’s more advisable to get a higher plan which already comes with the addons for better value for your money.

SMS is charged per credit and can be purchased in batches of 100. Each credit is worth 160 characters. These can be purchased as addons to your current plan.

Absolutely! You may upgrade yours and your team’s seats anytime. Any changes to your plan will result in a pro-rata charge or credit based on when and what type of change you’ve made.

You may cancel anytime but it will only take effect at the end of the current billing cycle. This means you will continue to have access to your account until then.

Yes we are and we issue BAAs with our plans.

Yes. As a matter of fact, you can enjoy more savings with any of the yearly plans. Check out our [pricing page] for the latest discounts.

We have 24-hour live chat available from Monday to Friday. On weekends, you may [leave us a message] and we’ll get back to you as soon as possible.

When acquiring an online appointment booking system, you will either be provided with a URL that customers can access to make online bookings with you or you will be able to integrate your booking system with your website. Upvio allows you to embed your booking page in your website or create a call to action button that can be embedded in your website.

Firstly, health care providers must ensure that their telemedicine system is integrated with their online appointment scheduling software. The location in the appointment calendar invitation will include a link to join a virtual meeting room instead of a physical location.

Once you have acquired your online appointment scheduling software, you will be required to set up the system with information such as bookable staff, services offered, availability, integrations with your current calendar service, etc. Once the system has been setup there shouldn't be any manual intervention required from your side and customers will be able to book appointments with you online.

Depending on the number of questions posed to your client and the amount of information gathered, booking an appointment should only take a few minutes.

In Upvio setting up appointment reminders is really easy. Navigate to the Notifications menu item and under Reminder Settings select whether you want to send out an email or SMS reminder to staff or customers. You will also have to indicate how long before an appointment you want to send out the reminder. Upvio even allows you to customize the reminder text. Once you've set up your reminder you won't have to worry about it ever again as they will be sent out automatically.

Your appointment scheduling software tool will allow you to specify questions you want to pose to your customer during their booking process. This is usually referred to as a form and depending on the appointment scheduling software used, the functionality surrounding appointment templates will differ.

By integrating your current calendar software with your online appointment scheduling software you can ensure that any appointments made outside of the system are imported into the system to ensure the staff member is shown as unavailable during those times.

A great way of confirming appointments that have been booked online is to send out booking confirmation notifications. Upvio allows you to send out email and SMS notifications. It also allows you to send out notifications when appointments are rescheduled or canceled to ensure your customer is always up to date with their appointment bookings.

There are various ways in which to increase online bookings. Here are some suggestions: Spread the word about your online booking system by leveraging social media channels. Inform your email subscribers of your online booking system. Include online booking links in your email signatures. Send out emails or text messages to existing customers informing them that they can now book appointments with you online. Most importantly, ensure that your booking link/button is easily visible on your website.

Upvio is a practice management tool for medical practices and professionals who need to manage client interactions efficiently. It reduces time spent on managing appointments manually - freeing up time for more critical tasks, provides clients a convenient way to book appointments, reduces cancellations and missed appointments, and helps organize patient information in one place.

Typically, businesses opt for a practice experience platform when they spend more time organizing and managing the administrative side of their practice than they're comfortable doing. Usually this coincides with having multiple staff and bookable resources with varying schedules.

With Upvio, you may set services for face-to-face appointments at your offices or at a location specified by your client, and online services by using our built-in video feature or through Google Meet, Zoom and other online meeting software you are using.

Healthcare providers must ensure that the products they use are HIPAA compliant. Healthcare providers are required to follow the guidelines set by the Health Insurance Portability and Accountability Act with regards to the protections of sensitive patient data.

These are the basic features you should look for in a practice management tool: easy to use, mobile-friendly, customizable, syncs to external calendars, integrates well with other platforms, supports video consultations and payment methods, and can automate appointment management.

This is a type of healthcare software that focuses on the daily management of a practice and is used by healthcare providers and administrative staff. It assists with organizing patient scheduling, billing and insurance verification. Important reports are also generated from this software. The use of this type of software improves productivity and efficiency.

When approaching different suppliers of online appointment scheduling tools, ensure that their system is able to seamlessly integrate with your telemedicine system as a unique virtual appointment link to your waiting room must be included as the location when the appointment invitation is sent to the patient. Ensure that the scheduling software works on the devices you are planning to use. Once you've made your decision, you will have to set up the system by adding staff and services as well as indicating availability and integrating your calendar software with the online appointment scheduling tool to ensure you don't have any double bookings as the two systems will sync the calendars. Enquire about assistance from the supplier if you encounter any issues during the setup process. The most crucial step is to ensure that the system is tested and works as intended, and that patients don't struggle when booking appointments once the booking page has been embedded in your website. Lastly, ensure you have back up plans available with regards to your internet connection.

A booking widget is an application that you can add to your website to allow clients to book appointments with you.

After an appointment has been scheduled online, both the health care provider and the patient will receive calendar invitations to the consultation with a unique virtual location link. Online appointment scheduling software, such as Upvio, allows for email and SMS reminders to be sent to patients and staff at predetermined times prior to the start of the appointment.

The focus is to ensure that client experience is improved. Schedules are confirmed digitally through the integration of different software systems. Unnecessary costs are diminished. Health care providers can determine what information they gather from patients during the appointment booking process. The intake forms can be completed by the patient at their own leisure. Reaching out to patients can be personalized by using your patient's first name. They are scalable and secure solutions. They are HIPAA compliant.

The basic components include adding your staff members, services, locations and creating your booking form. You will be required to add availability for staff and/or services as well as the locations where the appointments will take place (physical, telephone, online, etc). You will also have to set up your booking form with questions to ensure you gather the necessary information from your clients. More advanced components include integrations with calendar software, payment software and online meeting software. This will allow you to import appointments set up outside of Upvio to ensure no double bookings take place. By integrating with payment software you enable your clients to pay for a service whilst booking their appointment. By integrating with online meeting software such as Zoom or Google Meet you are able to provide virtual services to your clients.

Yes. You can allow clients to request appointments for certain dates, times and services. The staff member (or the business administrator) who has been booked will have to approve the request before the appointment is confirmed. Once confirmed, the invite will be sent out.

Publishing your booking form will enable you to take online bookings. You may simply use the booking link or embed the form into your website.

Upvio is completely cloud hosted, and there is no need for you to install anything on your computer. You just need to give your web developer some instructions on how to install it on your website. You can then log into Upvio via the website.