How To Guides

Scheduling

• Set your hours
• Change your hours for one specific day
• Add extra time between appointments
• Schedule a repeating appointment
• Schedule a break
• Mark a client as a no-show

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SOAP notes

• How to write a SOAP note
• How to print a SOAP note
• View/copy previous notes
• What are SOAP note short codes?

Forms

• Intake form
• Reason for visit form
• COVID-19 form
• Resend the COVID-19 form
• Ask a client to update their intake form

Invoicing & payments

• Mark an invoice as paid
• Adding a tip
• Refund a payment
• Create a discount
• Apply a promo code
• Add/redeem account credit

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Reminders & confirmations

• Re-send your appointment reminder
• Confirmations
• Reminders
• Cancellations
• Email delivery status explanations

Client files

• Manage client credit cards
• Merge a duplicate client file
• Email a client
• Export your clients
• Import your list of clients
• Managing family members (using the same email address)

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Gift certificates

• Sell a gift certificate
• Redeem a gift certificate
• Refund a gift certificate
• Sell a gift certificate through my website
• Print/email a gift certificate

Marketing tools

• Create a promo code
• Your profile page
• How to send an email newsletter
• Birthday email campaigns
• Availability email campaigns

Account / subscription

• Changing your email address
• Change your notification preferences
• Practitioner text notifications
• Change your auto-logout settings
• Receipt/invoice for your subscription
• Pause account / Suspend account

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