Echo Knowledge Base

Online Scheduling

Getting Started
Setup Process
Widget Customization
Location Hours
Adding Alternative Hours
Resources
Adding Services
Managing Services
Categories
Booking Settings
Cancellation Settings
Custom Fields
Custom Terms of Service

Activation & Management

Previewing The Widget

Adding Widget To Website

Managing Appointment Requests

Approving Requests

Appointment Request Records

Questions & Support

Campaigns

Campaigns: Getting Started / General Overview

Create Your Own Template

Choose Your Audience

How To Add Images To Campaigns

Templates

How To Edit Automated Messages

How To Create An Appointment Reminder

How To Create A Patient Group

Inbox

Away Message Settings

Flagging System

How To Send A Broadcast Message

Manage Users

Add A New User

Delete An Existing User

Manage Roles & Permissions

Patient Forms

How to Create Intake Questionnaires and/or Treatment Notes

How To Create Consent Forms

How To Rearrange Questions (Move Up/Down)

Required Field in your Intake Forms

Using File Attachments

How To Create An Intake Package

How To Send An Intake Form To A Patient

How To Get The Public URL Of An Intake Form

How To Convert Your Existing Intake Forms

Reviews

Overview

Feedback & Requests

Public Review

Daily Review

Standby

Standby Home and Adding Patients

Creating Standby Requests

Manage Requests

Settings and Templates

General Information

Adding Contacts

Appointments Tab 101

How Do I Opt Back In A Patient To Texts?

Location Details Tab 101