Skip to main content

Invite patient: overview

All the ways to invite a patient to your room

In order for a patient to have a doxy.me call with you, the patient needs to know how to find your room online. To do this, they will need your personalized room URL which can be found on the dashboard as shown below.

You can share the link to your waiting room in many different ways, several of which are found directly on the dashboard.


Invite options available to all providers

Invite options available on Professional and Clinic accounts

Regardless of the type of invite, each has a default message that you can edit before sending. Invites should never include protected health information (PHI).

When invites are not received by the patient

Sending digital invites to patients is a popular option, but it's important to keep in mind that email services and wireless providers sometimes filter or block such messages. If a patient reports not receiving an invite, this is usually the reason. In such cases, it may be necessary to use one of the following alternative options:

  • Text it to them directly

  • Share it with them over the phone


Email appointment invites

Send with your email address | Free


Option 1: Send from your email account on a web browser

  1. Click on Invite via on your Dashboard

  2. Select Email and move the top toggle to Send from my email

  3. Select the email service you use (Gmail, Yahoo, Outlook)

    • This action will open a new tab or window in your browser. You will be prompted to log in if you are not already logged in to the service.

  4. Enter your patient's email address

  5. Edit the invite, if desired

  6. Click Send

Option 2: Send from the default email program on your device

  1. Click on Invite via on your Dashboard

  2. Select Email and move the top toggle to Send from my email

  3. Select Use my default email

    • This action will open your default email application. If you have not already set up a default email program on your device, you will be prompted to choose one and then log in.

  4. Enter your patient's email address

  5. Edit the invite, if desired

  6. Click Send

Send directly from doxy.me | Premium Plan

  1. Click on Invite via on your Dashboard

  2. Select Email and move the top toggle to Send from doxy.me

  3. Enter the patient’s email address

  4. Optional

    • To include a calendar hold in the email, select the appointment date and time

    • Edit the message

  5. Click Send

To send an invite email in another language, select the language dropdown.


Branded email invites | Premium plan

If your clinic has custom branding enabled, email invites will reflect your clinic’s branding automatically.

This includes:

  • Your clinic name

  • Your logo

  • Your brand color

Branding is applied at the clinic level and appears consistently, regardless of which room you select.


Selecting a room | Premium plan

If you’re on a Premium plan and have access to multiple rooms, a Room dropdown will appear in the invite window.

You can send invites for:

  • Your Personal Room

  • Any Shared Room or other room you have access to

The list is ordered:

  • Your Personal Room first

  • All other accessible rooms alphabetically

You will only see rooms you have permission to use.


Text message appointment invites

Send directly from doxy.me | Paid plans

  1. Click on Invite via on your Dashboard

  2. Select Text message

  3. Enter the patient’s phone number

  4. Optional

    • Select the appointment date and time to include details in the message

    • Edit the message

  5. Click Send message

To send an invite email in another language, select the language dropdown.


Selecting a room | Premium plan

If you have access to multiple rooms, a Room dropdown will appear.

Select the room before sending the invite. The patient will receive a text message with the selected room link.


Rate limits

Daily email and text limits and what to do if you've reached them

Email invites daily limit

The purpose of a daily limit

Doxy.me has a daily limit for doxy.me email invites. We did this to protect against the misuse of this feature which could result in email providers choosing to block our email. This would prevent your patients from receiving doxy.me email invites to their appointment with you.

If you reach the daily limit

It’s unlikely that you will reach the daily limit. If you do, you’ll receive the following notification message.

You've reached the 12-hour limit for email invites. Please see our help article for more details. Try again MM/DD/YYYY HH:MM

Note: If you're close to the limit and try to send more email invites than the limit allows, you'll receive the warning message you see above and none of your emails will be sent. Try sending fewer email invitations until your limit is reached.

If you reach the daily limit, here are your options:

  1. If you were trying to send a large number of emails (as described above), try sending fewer

  2. Wait until the time shown on the notification message before sending any additional doxy.me email invites

  3. Send a different type of doxy.me invite

    • Text message invite

    • Personal email invite (such as your work email account)

    • Calendar invite

  4. Reach out to customer support to discuss the possibility of increasing your daily limit

Text invites daily limit

The purpose of a daily limit

Doxy.me has a daily limit for text message invites to protect against the misuse of this feature. Misuse could result in the feature's number being blocked, leaving patients unable to receive provider text invites.

If you reach the daily limit

It’s unlikely that you will reach the daily limit. If you do, you’ll receive the following notification message.

You've reached the 12-hour limit for text invites. Please see our help article for more details. Try again MM/DD/YY at HH:MM.

If you reach the daily limit, here are your options:

  1. Wait until you can send more invites (as shown in the notification message)

  2. Send an email invite to your patient using doxy.me email invitations

  3. Reach out to customer support to discuss the possibility of increasing your daily limit

💡 Questions? Please contact our Support team

Did this answer your question?