📝 Overview
The Events Feature in ChiroHD helps you organize and manage events at your office, such as:
✨ Workshops and Educational Classes
✨ Patient Appreciation Events (e.g., Holiday Parties)
✨ Virtual Events and Webinars
By using the Events feature, you can schedule, track attendees, and even send automated event emails to participants.
1. Creating a New Event
To add an event:
📍 Go to the Calendar Screen in ChiroHD.
📍 Click on the “Events” button in the top-right corner.
📍 Click “Create New Event” and enter the event details:
Event Name (e.g., "Wellness Workshop")
Date & Time (Start and End Time)
Virtual Option (Check this box if the event is online)
Expense (Enter the cost per attendee, if applicable)
Referral Source (e.g., Instagram, Facebook, etc.)
Email Template (Choose a pre-set email template to send attendees)
📍 Click Submit to save the event.
📅 Once saved, the event will appear at the top of the calendar on the scheduled date.
2. Viewing & Managing Events
After creating an event, you can:
👁️ See it displayed at the top of the calendar on the event date.
👆 Click on the event name to view details and attendees.
🗂️ Use the Events tab to view:
Upcoming Events
Past Events
📚 Use this feature to keep track of previous workshops, attendance records, and event history.
3. Adding & Managing Event Attendees
To add attendees:
👤 Click on the event name in the calendar.
➕ Click “Add Guest” and search for the patient’s name.
🔁 Repeat for multiple attendees.
To remove an attendee:
❌ Click on the event name, then select the attendee and click Remove.
🙅 If a patient cancels, you can quickly remove them from the event list.
4. Promoting Events in Your Clinic
📣 Staff Awareness: Since events are visible on the calendar, staff members can remind patients when scheduling appointments.
💬 Encourage Sign-ups: While booking a patient’s visit, mention “We have a Wellness Workshop this evening. Would you like to join?”
📧 Automated Event Emails: Set up a pre-written email to send details to attendees when they are added.
✨ This feature helps streamline event management and keeps your clinic engaged with patients!
✅ Key Takeaways
Schedule, manage, and track events directly in ChiroHD 🗓️
Add and remove attendees easily 👥
Send automated emails for better communication 📧
Use calendar visibility to promote events during patient scheduling 📌
Access event history for better planning and engagement 🔁
📌 Conclusion
Easily create and manage events directly in ChiroHD.
Track attendees and send automated event emails.
Improve patient engagement by promoting upcoming events during scheduling.
View past and upcoming events for better planning.
By utilizing the Events feature, you can enhance patient experience, boost attendance, and efficiently manage office events in one place.