Reactivating a Client's Profile
Step 1: Navigate to the Clients list
Step 2: Use the "Status" filter to filter for "Inactive Clients"
Step 3: Click on the name of the inactive client and from within the Client Overview tab, change the status from "Inactive" to "Active"
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 ...
Client Portal - Enable Profile Completion Settings
You can Enable Profile Completion Settings to help prompt your clients to finish setting up their client portals. Step 1: Navigate to Account Settings Step 2: Click on "Edit" for your Practice Settings Step 3: Click on "Profile Completion Settings" ...
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 ...