How To Guides
Scheduling
- Add online scheduling to your website
- Set your hours
- Change your hours for one specific day
- Add extra time between appointments
- Schedule a repeating appointment
- Schedule a break
SOAP notes
- How to write a SOAP Note
- How to print a SOAP note
- Clinical SOAP note overview
- Basic SOAP note overview
- General note overview
- Choose a default SOAP note template
Forms
- Intake form
- Reason for visit form
- COVID-19 form
- Resend the COVID-19 form
- When is the intake form sent?
- Ask a client to update their intake form
Invoicing & payments
- Mark an invoice as paid
- Adding a tip
- Refund a payment
- Refund account credit
- Create a discount
- Apply a promo code
Reminders & other emails
Client files
- Import your list of clients
- Managing Spouses/Parents/Children
- Merge a duplicate client file
- Print a client file
- Manage client credit cards
- View/send a financial statement
Gift certificates
Marketing tools
Account / subscription
- Changing your email address
- Update your credit card
- Change your subscription
- Change your notification preferences
- Practitioner text notifications
- Change your auto-logout settings