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 ...
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 ...
Creating Online Booking Widget (NEW CLIENTS)
Step 1: Navigate to Account Settings within the Settings Dropdown Step 2: Click on the Online Booking tab on the left-hand side & choose your subdomain (the name that will be included in your unique booking page) and click "Create Practice Domain" ...
Bulk-Editing Client List
You can utilize our Bulk Options feature to quickly make changes to several of your clients in one place or to convert a client profile to a contact card for another client. Step 1: Navigate to the Clients tab. Step 2: Click on the Bulk Options ...