Client Records

This section provides all the essential tools for managing and connecting with clients, including importing, adding, tagging, and options for handling

• Adding Clients
• The Client Account
• What are Client Codes and Client IDs?
• Preferred Names
• Client Lists
• Client Tags
• Session Summary
• Appointment Reminders
• Appointment Confirmations
• Client Imports
• Client Documents and Folders
• Sending a Mass Email to all Clients
• Circle of Care
• Linked Accounts - Managing Couples and Family Sessions
• Client Waitlist
• Deleting, Deactivating, and Waitlisting Clients
• Working With Personal Health Information