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How can I activate or deactivate a HotDoc Inform Promotion?

Last updated 11 March 2025 06:11   ∙   ~ minute read
Best Practice - Medical Director (Pracsoft) - Zedmed - Helix - Genie - Dental4Windows - HotDoc Calendar

Question

I would like to set up or turn off a HotDoc Inform Promotion. How can I do this?

 

Solution

Inform Promotions are easily activated or deactivated from the Dashboard, allowing you to customise the messages that you are showing to patients based upon the practice's needs.
There may be seasonal campaigns that you might want to control such as promotions for Flu clinics or vaccines.
See below to learn how to switch the campaigns on or off manually in the HotDoc Dashboard.

   In this article

  • How to activate an Inform Promotion
  • How to deactivate an Inform Promotion

 

How to activate an Inform Promotion

  1. Log in to your HotDoc Dashboard, then select Inform and Promotions

    Screen_Shot_2022-02-02_at_5.31.18_pm.png

  2. Identify the campaigns that you'd like to enable, and select all the relevant checkboxes for where you'd like to promote this campaign. This will save automatically. Repeat this for any other campaign.

    Screen_Shot_2022-02-02_at_5.32.32_pm.png

 

To see what this looks like for each product, please see What do patients see when they view an Inform Promotions Campaign?

ⓘ What does this look like for each product?

 

How to deactivate an Inform Promotion

  1. Log in to your HotDoc Dashboard, then select Inform and Promotions

  2. To deactivate a Campaign, untick all the boxes for that Campaign and your changes will automatically save. 

    Screen_Shot_2022-02-02_at_5.30.48_pm.png
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