Setting up your clients gives you one place to manage all their details, services, and history. It also makes scheduling, billing, and communication smoother, so you can focus more on supporting your clients.
In this article, we will help you:
Add a client
To do this, follow these steps:
Navigate to the Clients page.
Go to the '+New Client' button.
Complete the form, including the client's email.
Select Create.
The 'Next Steps' panel will show up, which you can also complete later.
Invite the client to the client portal
Inviting your client to the portal makes it easier for both of you to stay on top of their health. Here's how you could do this:
Go to Clients.
Hover over the client's name.
Look for and click the 'invite to portal' icon.
An invite email template will appear.
Customize the email to fit your brand.
Click 'Send.'
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.