Clients tab (for the practitioner)

Adding a Client
Questions answered in this article: How do I add a client? If the client is underage, what steps should I take? How do I set up email notifications...
Mon, 26 Apr, 2021 at 12:26 PM
Adding a Client to Waitlist (Practitioner side)
Questions answered in this article: How to add client on waitlist? View the instructional video(s) on this topic below: Clients tab: Adding cl...
Wed, 3 Mar, 2021 at 4:45 PM
Adding Multiple Practitioners to a Client
Questions answered in this article: How to add multiple practitioners to a client?   View the instructional video(s) on this topic below: Getting ...
Fri, 12 Feb, 2021 at 5:41 PM
Primary contacts: Adding new or existing contacts to a client record (e.g., siblings)
Questions answered in this article: How to add new contacts to a client record? Can I add an existing contact to a client record?   Vi...
Tue, 17 Aug, 2021 at 3:54 PM
Manage 3rd Party contacts
Questions answered in this article: How can I add a third party contact to a client? Can I edit or remove a third party contact? What is the import...
Thu, 4 Mar, 2021 at 7:08 PM
Creating a test client
Questions answered in this article: How can I experience the client portal? Can I be a test client to know how it works on the client's side? ...
Tue, 9 Mar, 2021 at 7:51 PM
Setting up the self - intake
Questions answered in this article: How can my client add themselves to the waitlist? Can I edit the self-intake form seen on the website?   View...
Wed, 3 Mar, 2021 at 4:47 PM
Onboarding a client from the waitlist
Questions answered in this article: How do I onboard a client from the waitlist? How do I set up email notifications for a client? How to I invite...
Mon, 26 Apr, 2021 at 1:15 PM