Nextech Select

Import your Nextech Select contacts into Podium and make your job easier by sending automatic text messages and review requests.

• Improve your online rating and get feedback on your business by requesting reviews after appointments.
• Save time managing your contacts by seamlessly importing your contacts into Podium. No more copy and pasting between systems!
• Improve all communications with context by syncing contact fields and appointment history from Nextech Practice+
• Minimize missed appointments by automatically sending appointment reminders.
• Prevent misunderstandings and provide better patient service by sending confirmation texts after a patient schedules an appointment.

Compatibility

Nextech Select or Nexcloud

Setup Process

BEFORE YOU BEGIN

1. Sign into the Nextech Community Portal.
2. Navigate to the ORDER NOW tab.
3. Click the Select Products drop down list and select Podium.
4. Click Add for quantity and Next to proceed.
5. Review your purchase summary and click Next to proceed.
6. Read and click the box under I Agree on the authorization form.
7. Click Next to proceed.
8. Retrieving the credentials can take up to 10 days. Please store the transaction id.

Podium integrations team will reach out to you with your Group ID to complete the next steps.

STEPS

1. Click Connect.
2. Select the Podium location you’d like to connect to Nextech Select.
3. Allow Nextech Select to access the appropriate Podium data.
4. Allow Podium to access the appropriate Nextech Select data. (You'll need to wait for credentials before completing this step)
5. Make sure you’ve selected the appropriate country.
6. Select your Nextech Select Location(s).
7. Click Finish.
8. Select the automations to use with your Nextech Select integration.
9. Click Activate.