Tutorial for Service Providers

This tutorial will show you how to go about setting up your business on FillAppt. Please note that enrollment of businesses is currently limited. To request an account, please send an email to: FillApptSupport

Setting up your business is quick and easy. Here are the steps which can usually be accomplished in less than an hour if you have all the information assembled ahead of time:

  1. Obtain a business account by e-mailing the staff at FillApptSupport
  2. Confirm your business account
  3. Login to FillAppt

    Login
    Login
  4. Setup your business locations

    Setup Locations
    Setup Locations
  5. Setup the services provided by your business or practice

    Setup Services
    Setup Services
  6. Setup your service providers

    Setup Providers and their Services
    Setup Providers and their Services
  7. Create contact lists [Optional if you will only be using the FillAppt mobile app]

    Setup Contact Lists
    Setup Contact Lists
  8. Setup your consumer contact e-mails (optional) using either single-record entry or file uploads [Optional if you will only be using the FillAppt mobile app]
    Setup Contacts
    Setup Contacts

    Use the FileUploads tab if you have many contacts to setup:

    Upload Contact Files
    Upload Contact Files

    Make sure your Excel spreadsheet containing the contacts has this format (including the column headers):

    Excel Contacts File
    Excel Contacts File

     

     

  9. Broadcast a message to your contacts announcing that they’ll start receiving e-mails from FillAppt whenever appointments are available. [Optional if you will only be using the FillAppt mobile app]

    Broadcast Message
    Broadcast Message
  10. Configure your business preferences.

    Preferences
    Preferences
  11. Create and advertise appointments as they become available.

    Appointments
    Appointments