Set up physical and virtual locations to keep your scheduling accurate and ensure clients know where their sessions will be held.
Add an office, phone, or virtual location
Go to Settings > Scheduling > Locations.
Click + New Location.
Select the location type and enter a display name.
Click Save.
Add a Carepatron telehealth location
Go to Settings > Scheduling > Locations.
Click + New Location.
Select Telehealth Video Call as the location type and enter a display name.
Click Save.
Note: You can leave the Link field blank when creating a Telehealth Video Call location.
Add a Google Meet Virtual Location
1. Create a Google Meet Link
Visit Google Meet.
Select New meeting.
Choose Create a meeting for later.
Copy the generated link to your clipboard.
2. Add Google Meet as a Location in Carepatron
Click on Add a new location.
In the location type, select Google Meet.
Enter a Display Name that your clients will recognize (e.g., "Online Consultation").
In the Link field, paste the Google Meet link you copied earlier.
Click Save to store your new Google Meet location.
You're all set! Now, when you schedule appointments, you can easily select Google Meet as the location, making it simple to conduct virtual meetings with your clients.
Add a Zoom Location
1. Copy Personal Room Link
Open Zoom and sign in to your account. Create a new profile if needed.
Once you are in your profile, go to "Meetings" on the left sidebar.
Go to "Personal Room" and copy the "Invite Link" found there.
2. Add Zoom as a location in Carepatron
Click on Add a new location.
In the location type, select Zoom.
Enter a Display Name that your clients will recognize (e.g., "Online Consultation").
In the Link field, paste the Invitee link you copied earlier.
Add a Doxy.me Location
1. Copy Room Link
Go to Doxy.me and sign in. Create a new profile if needed.
Copy your room link.
2. Add Doxy.me as a location in Carepatron
Click on Add a new location.
In the Location type field, select Doxy.me.
Enter a Display Name that your clients will recognize (e.g., "Online Consultation").
In the Link field, paste the room link you copied earlier.
Add a Microsoft Teams Location
1. Copy Meeting Link
Go to Microsoft Teams and sign in. Create a new account if necessary
Go to "Chat" on the left-hand side options
Select "Meet now," then "Get link to share." This will automatically copy a meeting link to your clipboard
2. Add Microsoft Teams as a location in Carepatron
Click on Add a new location.
In the location type, select Microsoft Teams.
Enter a Display Name that your clients will recognize (e.g., "Online Consultation").
In the Link field, paste the meeting link you copied earlier.
Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.