Guides
Documentation
Guides for each product and for the BookMed admin panel. The question-mark buttons in the apps open the matching article.
BookMed
- What BookMed isThe website, the admin panel and where the documentation lives.
- Signing in to the admin panelHow administrators sign in to the BookMed admin panel.
- PagesWrite, publish and remove the pages of the site.
- Media libraryUpload images and PDF files and copy their links.
- MenusChange the links in the header and the footer.
- Contact messagesRead and answer the messages from the contact form.
- Site settings and Meta verificationThe company details, the home page text, the appearance, and the domain verification code.
- Email settingsHow the site sends sign-in codes and test messages.
- AdministratorsAdd and remove the people who can use the admin panel.
MediCRM
- mediCRM overviewWhat mediCRM does and how its parts fit together.
- Signing inHow people sign in to mediCRM.
- Pipelines and stagesThe board, its stages, and the pipeline settings.
- Leads and the lead cardThe details of a lead and what the lead card holds.
- Bulk changesChange many leads at once from the board or the list.
- Filters and saved filtersFilter the board and keep a filter for later.
- Finding and merging duplicate leadsFind leads that share a phone number or an email, and merge them.
- Inbox and channelsAnswer the chats from WhatsApp, Telegram, Messenger and Instagram.
- Bots (stage rules)Automatic steps that run when a lead enters a stage.
- TemplatesChat, email and WhatsApp templates and their placeholders.
- Calendar and tasksThe month view of tasks, and how to add and finish them.
- Reports and first response timeThe statistics, and what the first response time means.
- GoalsMonthly targets for each person.
- AI assistantAnswers enquiries nobody has answered, from a brief you write.
- Billing, packages and online paymentYour package, its limits, the usage, and the payment methods.
- Workspace, access levels and sample dataThe company settings, who can do what, and the sample data.
- Export your dataDownload everything the workspace keeps.
MediPlan
- mediPlan overviewA self-hosted panel for dental treatment plans.
- DiagnoseRecord the findings on the tooth chart.
- PlanBuild the treatment plan.
- Clinical checksWhat the checks compare, and how warnings are acknowledged.
- ApprovalThe approval workflow and the history.
- Report and PDFThe patient report, its language, and sending it by email.
- Price lists and currencyHow the prices of a plan are worked out.
- Roles and permissionsAdmin, manager, doctor and consultant.