Set up Online Scheduling

Created by Ortho PMS, Modified on Sat, 6 Dec, 2025 at 4:49 PM by Ortho PMS

Online Scheduling

Set up online scheduling by associating with an appointment type
Use the URL on social websites and practice website

UTM tracking for referral attribution

UTM tracking is a method of tagging URLs with identifiers (utm_source, utm_medium, etc.) to measure where traffic and conversions are coming from. This email outlines the standardized UTM URL format we will be using moving forward. The variables appended after the “?” will be parsed to identify both primary and secondary referral sources based on user entry.

Quick Marketing Example


utm_source = Instagram
utm_medium = StoryAd
utm_campaign = SummerPush
utm_id = IGStory01

This tells you:

source = Instagram
medium = story ad format
campaign = which initiative
id = specific placement/version

Formatting Notes

No variable is mandatory.
When using multiple variables, an ampersand & must be used to separate them.
Example order: ?utm_source=xxx&utm_medium=yyy&utm_campaign=zzz&utm_id=aaa

Here is an example URL:

`https://app.orthosync.ai/online-scheduling/id/2d3e845b-ec75-4887-af24-54166ed323ea?utm_source=WellingtonMall&utm_medium=MallDisplayQRCode&utm_campaign=MallDisplay&utm_id=MallDisplay`

Referral Section

If you are advertising through channels like a mall, Facebook, school, or Instagram, you can modify these attributes and share a unique link or generate a QR code for each campaign to accurately track those specific referrals.

Referral Report

Report will show the key variables