Scenario:
Sometimes a potential patient starts the onboarding process but doesnāt complete their checkout. While NimbusRX automatically sends a few follow-up emails and SMS reminders to encourage them to return, itās common for leads to reach out through social media or other external channels with questions about the treatment, pricing, or how it works.
If youāre in direct communication with them, you may want to send their unique checkout link manually so they can complete the process and start their visit.
Access the backend using your admin or support credentials.
From the left-hand navigation menu, click Orders.
Search by name, email, or order identifier to find the partially completed onboarding.
Click on the order row to open the detailed view.
On the right side of the screen, youāll see a button labeled āEmail Checkout Link.ā
Click it.
The platform will automatically send the patient their personalized link to finish checking out and begin their consultation.
ā This link is secure, unique to the patient, and resumes exactly where they left off.
Only use this feature if the patient has shown interest or reached out directly.
If youāre communicating with the patient on social media, ask for their email first and verify it matches the one used during onboarding.
Follow up after sending the link to confirm they received it and answer any remaining questions.