By default, for most of our integrations, questionnaires are sent at the moment the client pays their invoice. However, it is possible to customize this delay so that the survey is sent a few hours after the triggering event.
How to Add a Delay to Automated Sends
If you have an administrator account, follow these steps to adjust the delay:
Click on your name in the top-right corner of the platform
Select Settings > Integration
You will see your connected integration (e.g., Dentitek, Progitik, Medesync, etc.)
Click on the integration icon to open its configuration
In the Triggers section, locate the trigger you want to edit
Click on the pencil icon next to the trigger
You’ll then access the trigger settings interface, where you can add a delay (in hours) before the survey is sent.
In the example shown, a delay of 1 hour is applied between the appointment and the survey being sent.
Why Add a Delay?
Here are a few scenarios where adding a delay can be useful:
Giving your team time to complete records or internal notes
Avoiding immediate survey delivery right after the appointment
Adapting the timing depending on the type of appointment (e.g., treatment, hygiene, curative care)
If you have any questions or need help configuring delays, feel free to contact us via the chat.