In addition to your clients being able to enroll in text or email reminders within their client portals, you can also turn on text reminders manually for your clients within their client profiles. Step 1: Navigate to the client's Contact Info tab ...
Step 1: Navigate to Account Settings Step 2: Click Edit on the Practice Settings option Step 3: Navigate to the Default Tab and check the box for Enable Appointment Reminders/Days Before Step 4: Click on the Information tab located next to Enable ...
You can create cohorts within MBP to automatically send packets on a schedule of your choosing. This is great for sending intake packets at the time of creating a client -- OR -- to send out routine outcome measures or satisfaction surveys. Step 1: ...
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 ...
In addition to setting up a professional's default rates across all clients, you can also set up different rates for specific clients from within their client profiles. Step 1: Navigate to the desired client's profile, and click on the Default Rates ...