BookMedDocumentationbookmed.org ↗

BookMed

  • What BookMed is
  • Signing in to the admin panel
  • Pages
  • Media library
  • Menus
  • Contact messages
  • Site settings and Meta verification
  • Email settings
  • Administrators

MediCRM

  • mediCRM overview
  • Signing in
  • Pipelines and stages
  • Leads and the lead card
  • Bulk changes
  • Filters and saved filters
  • Finding and merging duplicate leads
  • Inbox and channels
  • Bots (stage rules)
  • Templates
  • Calendar and tasks
  • Reports and first response time
  • Goals
  • AI assistant
  • Billing, packages and online payment
  • Workspace, access levels and sample data
  • Export your data

MediPlan

  • mediPlan overview
  • Diagnose
  • Plan
  • Clinical checks
  • Approval
  • Report and PDF
  • Price lists and currency
  • Roles and permissions

MediCRM

Signing in

How people sign in to mediCRM.

Enter your email address and press Send code. A six-digit code arrives by email. It works once and expires after ten minutes. Five wrong codes need a new code.

An administrator adds people with their email address. Only the addresses the administrator added can sign in. Anyone can add an authenticator app as a second step from Security and devices.

← mediCRM overviewPipelines and stages →