Our updated Inbox feature streamlines communication with your clients. You can easily create new client profiles from an email address, go directly to a client's record through the inbox, and view all communications with a specific client directly in their record.
Here are the steps to create a client from an email:
Navigate to the email you would like to create a client from. This will use the email address and client information to create a client
Select + New client in the top right corner of the email
Select the user you would like to create as a new client
Fill in the necessary information for a new client
Select create
An intake modal will pop up. To learn how to send an intake click here
Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.