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!

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• Updating Client Time Zone

  Navigate to the client chart ➡️ Overview tab. Scroll down to the Time Zone, select the proper time zone, and select Save Changes. Updating the clients time zone will update their appointments to the proper time based on their time zone. This will ...

• Client Portal: Time Zone Update

  Once logged into the client portal, navigate to Settings and select Change Time Zone. Here, you will select your time zone and Save Changes. Updating your account to the proper time zone will update the appointments on your Scheduling tab based on ...

• Client Document Upload Notification

  Navigate to your Settings - Account Settings - General. Then, select Edit under Practice Settings. Once in Practice Settings, select the Notifications tab. Then, check the box labeled 'Notify on Client Document Upload'. This notification is at the ...

• Updating Client Status

  Navigate to the Client Overview page within their chart. Then, scroll down to Status. Here, select the drop-down and choose the client's updated status. I.e., Inactive, Active, Wait List, Prospect.

• 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 ...