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
- 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
- What are SOAP note short codes?
- How to print a SOAP note
Forms
Invoicing & payments
- 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
- Refund/remove a payment
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
- Your ClinicSense profile page
- Create a promo code
- Your profile page
- How to send an email newsletter
- Birthday email campaigns
- Availability 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