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How to Add a New Teammate In HealthdeskAI
Learn how to add new teammates in HealthdeskAI by selecting your team, filling in user details, and managing notifications and permissions.
How to Use Lists as Tags in HealthdeskAI
Learn how to use Lists as Tags in HealthdeskAI to organize, segment, and manage your leads directly from the Inbox. Perfect for creating dynamic contact groups for SMS and email blasts.
Your 4-Week Domain Warm-Up Plan
Follow this 4-week HealthdeskAI domain warm-up plan to build your sender reputation. Gradually increase send volume while keeping engagement high for maximum deliverability.
Where Can I See My AI Agent’s Phone Number and Email Address in Healthdesk
Learn how to find your AI Agent’s phone number and email address in Healthdesk. Discover how to use them for client interactions and where to list them for maximum visibility.
Why Can’t I See All of My Leads in Healthdesk Pipelines?
Learn why some leads may not appear in Healthdesk Pipelines. Troubleshoot common issues like pipeline stage settings, Mindbody prospect status, and profile creation date.
How to Contact Healthdesk Support
Need help with HealthdeskAI? Contact our support team by live chat (bottom right corner), text (949-989-5830), or email support@m.healthdesk.ai for fast assistance with CRM, AI Agents, and Mindbody integration.
How to Add or Import Additional Contacts to an Existing List in HealthdeskAI
Learn how to add or import contacts into an existing list in HealthdeskAI. Follow step-by-step instructions for importing spreadsheets, creating new contacts, and managing duplicates.
How to Create and Use Contact Lists in HealthdeskAI
Learn how to create, import, and manage Contact Lists in HealthdeskAI. Follow step-by-step instructions to segment clients, sync with Mindbody, and send targeted Email or SMS Blasts.
How to Create an SMS Blast in HealthdeskAI
Step-by-step guide on creating an SMS Blast in HealthdeskAI. Learn how to build, personalize, and send targeted text campaigns with scheduling, reporting, and auto-deduplication.
How to Create an Email Blast in HealthdeskAI
Step-by-step guide on creating an Email Blast in HealthdeskAI. Learn how to build, personalize, and send targeted email campaigns with templates, scheduling, and reporting.