Microsites
A microsite is an instance: a branded patient experience with its own web address, landing page, and registration flow.
Who can have more than one
Creating additional instances requires the instances feature. That feature is on for Enterprise plans by default and off for Solo and Practice plans unless CareLaunch enables it.
Solo practices have a single instance. Open it from My Instance in the left navigation. The Instances menu is hidden on Solo.
Everyone else with the feature opens an instance from Instances, then the instance name.
Brand & website
Open the instance, then Identity under Brand & website:
- Name — the name staff see. You can rename it at any time (up to 50 characters). Patients do not see it.
- Patient-facing name — optional. Used on the portal, registration, login, and other patient-facing screens. If you leave it blank, the internal name is used.
- Logo and icon
- Instance color, including Detect from logo
What visitors see before they log in
The Home page card has three modes:
- Template microsite — a CareLaunch-hosted page built from the headline, subtitle, Learn More URL, and call-to-action fields, with a background image you pick under the preview.
- Custom page — a page you build in the Landing page designer. Choose this mode, then Open designer. Until a custom page is published, visitors still see the template microsite. Identity and SEO settings still apply.
- No landing page — visitors skip a public page and go straight to the registration workflow or to login. Login is the right choice when patients are invited rather than self-registering. With the landing page off, the address is not offered to search engines.
Changes on these cards save together from the unsaved-changes bar at the bottom of the page.
Other instance sections
The rest of the instance page is grouped in the left navigation. A few sections are hidden when the organization has turned that area off, or when the plan does not include them.
| Section | Group | What it is for |
|---|---|---|
| Search & SEO | Brand & website | Whether search engines may index the home page (off by default), plus its page title, meta description, and an optional canonical URL. See Search Visibility (SEO). |
| Registration workflow | Patient experience | The patient registration workflow, the Disable registration switch, and the custom terms of service and privacy policy. Instances inherit the organization template and can turn on Override. See Instance Configuration. |
| Portal requests | Patient experience | Request types patients can start from the portal (for example a refill). Non-solo instances can override the organization defaults. |
| Portal home message | Patient experience | The welcome message patients see on the portal home after they log in, and the contact info shown to patients. |
| Countries & locations | Patient experience | Country-specific overrides for this instance. Enterprise only, and hidden when the organization has turned current-location off. Saves on its own. |
| Domain | Access & sharing | The Base URL and the steps for moving to a domain you own. The field is locked when you use CareLaunch from a CareLaunch-hosted address — see Custom Domains. |
| Share & embed | Access & sharing | The patient link, allowed embed domains, and the embed code for the portal or for registration only. |
| Single sign-on | Access & sharing | Enterprise only. Saves on its own. |
| Amwell | Integrations | Enterprise only. Saves on its own. |
| Custom fields | Advanced | Values for instance custom fields. The fields describe the instance, not patients. Define them under Settings > Custom Fields > Instances. |
| Identifiers | Advanced | The instance ID, FHIR organization ID, and base URL, with copy buttons. |
| Danger zone | Advanced | Delete the instance (type its name to confirm). |
Staff Notes on the instance open from the button in the page header.
Registration embed
On Share & embed, after a web address is saved:
- Patient link — share or open the public instance.
- Allowed embed domains — sites that are allowed to iframe this instance (for example
https://www.yourclinic.com). The portal and registration embeds load only on a domain listed here. - Embed code — switch to Registration only for the snippet to paste into your website.
The Launch Center on the home page can also copy the registration URL and the embed snippet. If you embed registration, add your website under Allowed embed domains on the Share & embed card.