Clients tab (for the practitioner)
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...
Fri, 26 Feb, 2021 at 2:50 PM
Questions answered in this article: How to add client on waitlist? View the instructional video(s) on this topic below: Clients tab: Adding cl...
Fri, 12 Feb, 2021 at 5:41 PM
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
Questions answered in this article: How to add new contacts to a client record? Can I add an existing contact to a client record? View the in...
Fri, 12 Feb, 2021 at 5:42 PM
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? View the instr...
Fri, 12 Feb, 2021 at 5:43 PM
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? ...
Fri, 12 Feb, 2021 at 5:44 PM
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...
Fri, 26 Feb, 2021 at 2:15 PM