Clients and Referrers
Learn how to add and manage clients and referrers.
- Adding and Editing Clients
- Adding And Managing Clients In Waitlist
- Client Profile in Detail
- Adding Client Contacts
- Merging Duplicate Clients
- Archiving and Deleting Clients
- Setting Up and Allocating Client Types
- Setting Up and Using Client Classifications
- Adding/Editing Referrers and Referrals
- How to Send eFaxes via Email
- How to Toggle Alerts for Clients
- Managing Vaccination Status with Clients
- Using Cancellation Reasons
- How Can I Transfer an Erroneous Payment Between Clients?
- How Can I Use the File Under Field on Client's Details Page?