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Invite via email and text

How to send email and text appointment invitations with doxy.me

Updated over 3 months ago

With Invite via from doxy.me, you can send simple, engaging appointment invitations that reduce no-shows...giving you more time to focus on what matters.

Available on Free plans Invite with your email address

Available on paid plans Invite with emails and texts from doxy.me


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 (Free)

  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 | Paid plans

  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.

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.


Questions? Please contact our Support team


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