How To Guides
Scheduling
- Practitioner online scheduling settings
- Set your hours
- Schedule a repeating appointment
- Add extra time between appointments
- Schedule a break
- Change your hours for one specific day
SOAP notes
- Adding a form to your SOAP note
- How to create a SOAP note template
- How to write a SOAP note
- How to set a default SOAP note template
- View/copy previous notes
- What it means to finalize a SOAP note
Forms
- How to complete a sensitive area consent form
- When is the intake form sent?
- Where to view completed forms
- How to view past versions of forms
- How to create & customize your forms
- How to manually send a form to a client
Invoicing & payments
- Generate a superbill
- How to charge a card on file?
- Mark an invoice as paid
- Ask clients to pay their invoice online
- Adding a tip
- How to pay with insurance
Reminders & confirmations
Client files
- What are memos & how do they work
- Manage client credit cards
- Merge a duplicate client file
- Email a client
- Export your clients
- Import your list of clients
Gift certificates
Marketing tools
- Viewing your Google Reviews Booster™ feedback
- Google Reviews Booster™
- Automated Referral Request Campaign
- Availability email campaigns
- Win-back campaigns
- Birthday email campaigns
Account / subscription
- Update your credit card
- Changing your email address
- Change your notification preferences
- Practitioner text notifications
- Change your auto-logout settings
- Receipt/invoice for your subscription