Support FAQs

Q. How do I get started with my cxlist account? A: Follow these 3 steps!

1. The first step, is to complete the Account Preferences page.

(a) Set up your Master Schedule by typing in start times for each day that you have office hours. Enter the start time with hour, minutes and am/pm. Also type in the location of your office each day if you have more than one location. If there is a break in the daily Schedule for lunch or other reasons, put in the times for that also.
(b) Enter the length of your appointments ( up to 5 different lengths of sessions).
(c) Next, select what you want to call your clients for the business or practice, using the tab to find the right name. (i.e., Patients, Clients)
(d) Enter the name that will be used to identify the professional or firm to the clientele (Ex. Dr. Joe, Mr. Smith).
Add the email address the clientele will use to contact you. This address will be used to direct replies regarding appointments and scheduling. If left blank, " notifications @cx.list.com" will be used.
Include a Form Header. This can be what is written on your stationary, or any other information you decide to use. There are four lines available.

2. The second step is to create a form to register the clientele for cxlist.

Using the client forms option edit the information filled in to the forms creator and generate a pdf signup form. This can be copied and given to your clientele to obtain permission to notify them regarding appointments. Sign up everyone you can. The more participants that are included the easier it is to fill those openings!

3.Transfer the information from the forms into the site using the list/add clients link. Now you are ready to Fill an Opening in your schedule using cxlist.com. You might want to take a week or more to gather information from each patient that comes in (old and new patients) . We handed one to each client before they came in to a session, they filled it out and brought it back with them. This way we could answer any questions and input the data.You then enter the data as directed and you're ready to begin confirming patients, and broadcasting openings.