Converting Non-Client Appts to Client Appts

You can now easily convert NON-CLIENT APPOINTMENTS directly into CLIENT APPOINTMENTS. 

If you are utilizing the two-way sync with Google Calendar, this will make converting the appointments you've added directly within Google so much easier!

• Related Articles

• Granting Client Portal Access

  Navigate to the Client Portal tab on the left-hand side.  Click the +Add New User button Enter the new user's information If you have already entered the new user's email in the Contact Info tab, their email address will populate for selection in the ...

• Back-Dating Appts from Outside MBP

  As part of the client import process, all previous client appointments will not automatically be added to your calendar. However, when requested, we can add previous appointments to your MBP calendar for you in bulk. PLEASE NOTE: These back-dated ...

• Client Import Template

  Please complete the attached client import template. For HIPAA-compliance purposes, once it has been filled out, please upload it to the Shared Practice Drive within your MBP account: Uploading to Shared Practice Drive

• Removing Client Portal Access

  Step 1: Navigate to Search Clients then input the name of the client you want to modify Step 2: After selecting a particular client, a dialog box will appear, allowing you to navigate to the client page by clicking Go to Client Page Step 3: After ...

• Client Portal Guide

  Step 1: Clients will receive an email for the enrollment in the Client Portal. Take the next step by clicking the 'Enroll in Client Portal' button provided in the email. Step 2: After clicking the link, clients will be directed to the Client Portal ...