Getting Started with Online Scheduling

STEP 1

Submit Your Legal Business Information

Vyne Trellis requires legal business information to be entered to verify your practice for texting purposes.

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STEP 2

Get Installed with the PMS Sync Tool

Contact your Onboarding Account Manager.

STEP 3

Set availability of Operatories and Providers

Customize available days and times for procedures, operatories, and providers.

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STEP 4

Set your Cancel/Reschedule settings

Control what appointments patients can reschedule or cancel.

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STEP 5

Add Online Scheduling widget to your Website

View and manage the webcodes that allow our Online Scheduling widget to appear on your practice website.

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STEP 6

View and Manage Appointment Bookings in your Online Scheduling Dashboard

Learn more about your Online Scheduling Dashboard and how to manage incoming requests.

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