Contact Display

Display Contact Override

For practitioner priority pages, practitioners can show different contact information than their actual contact record.

Field	Purpose
Display Phone	Phone number shown to patients
Display Email	Email address shown to patients

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Why Use Display Overrides?

Separate Business from Personal

Scenario	Solution
Personal cell on file, want to show office number	Enter office number in Display Phone
Main email is personal, want booking inquiries separate	Enter booking email in Display Email
Multiple locations, want location-specific contact	Enter location number

Benefits

• Keep personal contact information private
• Show practice-specific numbers
• Use different contacts for different purposes
• Control patient communication channels

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Setting Display Contact

For Practitioners

1. Log in as the practitioner
2. Visit your practitioner booking page
3. Click the pencil icon on your profile
4. Find Display Phone and Display Email fields
5. Enter the contact info you want displayed
6. Click Save

Field Behavior

Field State	What Displays
Empty	Your actual contact record info
Filled	The value you entered

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Placeholder Hints

In the profile editor:

• Placeholder text shows your actual contact info
• Helps you remember what would show by default
• Example: “Leave blank to use: (613) 555-1234”

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Where Contact Info Appears

Display contact (or fallback to actual) shows in:

• Hero card on practitioner booking page
• Contact information section
• “Read More” modals
• Booking confirmations

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Office vs. Practitioner Contact

Office Priority Mode

Contact info comes from the office record:

• Office phone from tofficecontacts
• Office email from tofficecontacts
• Edited via office profile editor

Practitioner Priority Mode

Contact info uses display override system:

• Display Phone preference (if set)
• Falls back to practitioner’s contact record
• Display Email preference (if set)
• Falls back to practitioner’s contact record

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Editing Office Contact

For office priority pages, contact info is edited through the office profile:

1. Log in as office administrator

2. Visit the office booking page

3. Click the pencil icon on the office card

4. Edit Phone and Email fields

5. Click Save

   Office contact edits change the actual office record in OutSmart, not a display override.

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Best Practices

Use Monitored Lines

• Display a number that’s regularly answered
• Use a phone that forwards to the right person
• Consider a dedicated booking line

Professional Email

• Use a professional domain email
• Consider booking@yourclinic.com
• Ensure it’s monitored for inquiries

Consistency

• Use the same contact across marketing materials
• Update if your contact info changes
• Test that the numbers/emails work

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Troubleshooting

Contact Info Not Updating

• Verify you saved the changes
• Refresh the page
• Check if you edited the right field

Wrong Contact Showing

For practitioners:

• Check Display Phone/Email fields
• Empty = uses actual contact
• Value = uses that value

For offices:

• Edit via office profile editor
• Changes affect the actual record

Contact Not Clickable

Phone/email links should be tappable:

• Phone opens dialer on mobile
• Email opens email client
• Verify format is correct (no typos)

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Related Settings

Setting	Location	Effect
Profile editing	Hero card pencil icon	Edit all profile fields
Social media	Social icons pencil icon	Edit social links
Virtual office	Office profile editor	Show/hide address

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Next Steps

• Payments Overview - Payment configuration
• SmartForms - Intake form setup