Inviting a batch of customers
Invite a batch of customers from the Batch Report Manager
Use the Batch Report Manager in the same way you would for your month-end invoicing.
- On Step 1, choose to produce documents for practices or dentists.
- On Step 2, choose the "LabManager (cloud version) Promo Letter" from the list of available documents, set any options, and run this for all the customers in the list
- On Step 3, choose to "Email PROMO to customer primary email" to email the invite to each customer's primary email address
During step 2 or 3, you can preview an individual letter by clicking the preview icon on that customer's row in the list.
What happens next?
Once the customer signs up through the link in the email, our team will configure the user account for this customer and send the login details to them.
We'll also email you to confirm the link has been configured.
Please allow 1 working day for account setup, although during busy periods this could take a little longer.