Monarch - Accepting New Clients

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Dr. Rozetia Richardson

• March 27, 2022 20:43
• Edited

I have looked everywhere....unable to accept new clients....looks like this issue remains unresolved.  Please help.  Is there a fix that has been published?

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• 

  Laura Sanders

  • March 31, 2022 23:44

  I can not find where to allow the “accepting new clients” button to be activated on my monarch page

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  Sara

  • April 04, 2022 17:18

  Hi Rozetia,

  To accept new clients on Monarch:

  • Navigate to Settings > Client Portal 
  • Select Yes for Can new clients request appointments?
    • You’ll also want to select the type of new client that can request appointments online

  • Click Save Settings

  Next, you’ll want to set up your services to allow new clients to request appointments online without having to call to book the appointment. To do this:

  • Navigate to Settings > Billing and Services > Services
  • Click a service code to edit it
  • Select the box for Allow for New Clients
    • Deselect Require Clients to call to request available appointment

  • Click Save

  You’ll want to do this for each service that you’d like new clients to be able to request appointments for.

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