How To Guides
Scheduling
- Add online scheduling to your website
- Add online scheduling to Facebook
- Set your hours
- Change your hours for one specific day
- Add extra time between appointments
- Schedule a repeating appointment
SOAP notes
- Clinical SOAP note overview
- Basic SOAP note overview
- General note overview
- Choose a default SOAP note template
- Change SOAP note template for a specific appointment
- View/copy previous notes
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
- Sell a gift certificate
- Discount a gift certificate
- Redeem a gift certificate
- Refund a gift certificate
- Sell a gift certificate through my website
- Print/email a gift certificate