5 articles
How do I schedule an appointment?Keep track of your calendar and schedule upcoming sessions with clients.
How do I manage my waitlist?View and manage waitlisted prospective clients within the Client Directory.
How do I create an invoice?Easily manage invoices and payments from within the Clients' Record.
How do I mark an invoice as paid?Here's how to update an invoice paid by cash or e-transfer.
How do I collaborate with a client?Invite clients to share files, connect virtually, and receive patient-reported data.