Begin your doxy.me experience on the Dashboard. View your patient queue, invite patients to appointments, find your Waiting room link, and test your camera/microphone with Self-preview from this homepage.

Let's go left to right across the page.

Use the Sidebar to return to the Dashboard, explore the Apps Library, visit the Analytics page, and check your meeting History. To log out or visit Settings, click the round button at the bottom of the Sidebar.

This area of your Dashboard stays visible throughout your doxy.me experience. Using a tablet or mobile device? This section will become an icon to maximize your screen space. If you have a patient waiting for an appointment, their Patient card will appear here.

Each Patient card has:

This area of the Dashboard stays visible during your doxy.me experience and shows you all rooms that you can access. If you are a Premium user with access to multiple rooms, this section will replace My Room.

At the top of the list will be your Personal Room. Next, all other rooms are listed in alphabetical order. These rooms can include other users’ Personal Rooms that they’ve granted you access to or Shared Rooms that your clinic controls.

To the right of the Rooms label, you’ll find a filter button.

Sort by:

Rooms filter:

The Settings button takes you directly to the Rooms tab of Settings where you can view room level settings, access, and more.

Need to find your Waiting room link? Come to the center of your Dashboard where you can copy the link to easily paste it in a message.

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

Select the correct room and then click Copy link.

Use the Invite via to send simple, engaging appointment invitations that reduce no-shows - giving you more time to focus on what matters. Learn more here.

This feature helps you view and test your video and audio before an appointment so you know what to expect.

On the top left corner of the Self-Preview feature, you'll find a menu button with three dots. Use this menu to view the video of yourself that patients will see, change your Virtual Background*, and turn on/off your camera and microphone. You can also use this menu to adjust your camera and microphone settings if you need to change cameras, microphones, or speakers.

At the top right corner, there is a blue/green box with waves that indicate if your microphone is functioning. The lines in the box will move as you speak to indicate the microphone is picking up sound from your device.

To remove Self-Preview from your Dashboard, visit the Preferences page of Settings and toggle off the feature.

*Virtual Background is available on paid plans

Ensure your audio and video are working before starting an appointment with the test found below the Self-Preview. Click the button to open a self-guided test to make sure you're ready for appointments.