Setting up PencilThat

PencilThat was designed to give the clinic full control over what is available for booking online; therefore, you will need to customize PencilThat in the following areas:

Organization Details

• Click System Setup Tab
• Click Organization
• Click Organization Details
• Check PencilThat
• Click OK

Clinic Locations

• Click System Setup Tab
• Click Organization
• Click Clinic Locations 
• Edit Location
• Check PencilThat
• Ensure an email is entered in the E-Mail box
• Click OK

Resources

• Click System Setup Tab
• Click Organization
• Click Resources
• Select Resource Type (Top Window)
• Edit Resource (Bottom Window)
• Check PencilThat
• Click OK

Appointment Types

• Click System Setup Tab
• Click Clinical
• Click Appointment Types
• Edit Appointment Type
• Check PencilThat
• Click OK

Availability

• Click Appointment Book Tab
• Right-click Appointment Cell
• Click Modify Availability
• Check PencilThat
• Click OK

Invite Clients

• Open Client Folder
• Enter Email Address
• Click Invite Client to PencilThat (White Envelope)

Your client will than receive an email with a registration link. The client must click the link within 15 days to confirm their personal details and create a password. The client can then visit www.pencilthat.com to see their upcoming appointments and book future appointments.