Non-Client Appointment PDF Export
Now, professionals can export non-client appointment details, such as supervision notes.
Step 1: select the non-client appointment on the calendar.
Step 2: select Download as PDF
Related Articles
Adding a Collateral Client to an Appointment
Collateral clients added to a primary client’s session, will not have a record of the session in their chart or be billed. If you prefer to have a record for both clients see Creating Client or Staff Groups. Create a new session and add the primary ...
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 ...
Creating Non-Client Appointments
Step 1: Navigate to Account Settings - Facilities and Rooms to create a facility called ‘Non-Client Appointments. Step 2: Add room(s) to the Non-client Facility. I.e., CLOSED, Personal, Holiday, Vacation. (You will still be able to add a title when ...
Exporting Account Data
Exporting ALL Clients' Demographics and Contact Information To download ALL of your clients' demographics and contact information in one CSV file, please see the following steps. STEP 1: Navigate to the Clients tab. STEP 2: Click on the export icon ...
Adding / Editing Admin Notes within an Appointment
Quickly add and view administrative notes within your client appointments to provide more context or to include important reminders. Step 1: Create an appointment on the calendar and select add under Admin Notes:. Step 2: A rich text field will ...