Viewing Tracking Link Reports

Once you have setup your tracking links (which can be viewed here) you have the ability to view your patients traffic/history on where/when they scheduled an appointment.

To view your reports you will need to login as a user that has huddle access (to learn about user permissions click here).

After you login, select the huddle/reports icon, and choose FlexSchedule (formerly known as FlexBook):

Once selected, you can view your traffic by selected a time range from the drop down and selecting search:

You have the ability to see the following:

• The date the appointment was scheduled
• The patient's name
• Tracking links source
• Appointment Date
• If the patient is new or returning
• Patient's email
• Patient's phone number
• Patient's insurance

You also have the ability to export the report as a csv file for sharing with other departments, marketing, and so on.

If you have any questions on the above material please comment below or contact Flex Support!
Thank you!