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If your event registration is full, you can add people to the waiting list. Add someone to the waiting list To add someone to the event waiting list, open the Attendees tab on your Group Event Editor and scroll down to the Waiting List section. Type a patien...

The Event Report tab shows you a list of event attendees, registration and check-in dates, payment amounts and payment methods. Click the Report tab on your Event Block: You will then see a report that shows Attendees, Date registered and checked in, and p...

Participants can register themselves for an event via the Event URL on the patient portal.  Step 1: Sign In If you are not already signed in to your account, you can sign in on the clinic's Patient Portal home page. Step 2: Event Page On the Event page, cl...

There are two ways to collect payment for an Event: 1. At the time of registration  You can collect payment for an Event at the time of registration only if you use Open ACU's Stripe integration. To require payment at the time of registration, click the "Pr...

To issue a refund for an event, go to the Event date on the calendar, then click on the Attendees tab for the Event: The green dollar sign next to the attendee's name will indicate that they have paid: Click the checkbox next to the dollar sign to expand...

If you're scheduling an online or virtual event, you'll enter the Event URL on the Event Setup page.  How to Create an online Event Check the box that says "Is Online, Zoom?" and then enter your video conferencing URL (Zoom link, Google meet, etc): How to...

Quickly and easily book an appointment on the patient portal:  Step 1:  Sign in to your patient account with your Username and Password Step 2: Click the Book Appointment button on the Dashboard: Step 3: Select your date on the calendar: Step 4:...

Here's how to easily cancel an appointment on the patient portal: You can cancel an appointment in three different places: 1. On the Dashboard screen: 2. On your My Appointments page: 3. On the Calendar page: Confirm Cancellation: After clickin...

Here's how to register for an event on the patient portal: Step 1: Log into your patient account, and click on the Events tab on the home page dashboard: Step 2: The All Events page will show a list of all upcoming events: Step 3: Click the "Regist...

You can view your upcoming, past, and canceled appointments from the My Appointments tab on the home menu: Step 1: Sign in to your patient account, and click the My Appointments tab on the main dashboard page: Step 2: On the My Appointments page, click...

Here's how to view and print receipts in your patient account: 1. Click the Receipts button on the main dashboard: 2. From there, you'll see a list of all past transactions. Each will include: Service or Event title Date and time Practitioner Locat...

Here's how to update your patient account information and settings: Settings Menu: The Settings menu is on the bottom right hand side of your screen. On your Settings page you can update the following information: Information: Name Email Phone numb...

How to add your name to the waiting list when the schedule is full: If there are no available appointments for your selected Location, Service and Practitioner, you can add your name to the waiting list by clicking the Waiting List button at the bottom of t...

At the time of your Event, you'll check in attendees when they arrive, similar to checking in for an appointment.  Step 1: Go to the Event date on the calendar, then click the Attendees tab. If an attendee has a dollar sign icon next to their name, that mean...

When you create an Event in Open ACU, each Event will have its own unique Event URL which you can share on your website, social media, email newsletters, etc.  To see your Event URL, go to the Event date on the calendar. Under the Event information heading, y...

To remove a registered attendee from an Event, go to the Event date on the calendar and click the Attendees tab. Select the attendee you'd like to remove by clicking the checkbox next to their name on the Attendees tab: In the window that opens, click the ...

To cancel an Event, go to the Event date on the calendar, then click the Event tab to open the Event editor: Click the red Cancel Event button at the top of the Event editor window: