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Clients
- Using the record system
  - How to use the Registration Portal
  - Making a Notes & Files record
  - How to add a Client
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  - How to Merge duplicates
  - Update the Client’s information
  - Export a Client’s record
  - Do you want to send information to a Client?
  - How do you upload images of the Client?
  - How can you create Before/After images?
  - Approve the client's Personal Consent
  - How do you add a client Procedure record?
  - How does the client sign a Letter of Consent?
  - How do you add a quick note about the client?
  - How do you view/edit a client's Booking Records?
  - How do you view/edit a client's Booking Records?
  - How do you add a Questionnaire to a client?
  - How do you copy a Procedure record?
  - How do you verify a Client?
  - How do you add Next of Kin?
  - How to select what fields to show in the Clients list view?
  - How to send Questionnaires, Letters of Consent, or Files manually to the client's e-mail?
Record System
- Using the record system
  - How to use the Registration Portal
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  - How do you create or edit a Letter of Consent?
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  - Submit Draft - Submit and Sign
  - Creating Text Templates
  - Download and/or view the Client Questionnaire
  - Add decimals and text in images
  - Change the Registration Portal Language
Booking System
- Using the booking system
  - Where can you view your or your colleague's Bookings?
  - Create a Booking manually
  - How to create your Services
  - Configure your Booking Page
  - How to share your Booking Page with your clients
  - How do you create a Schedule?
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  - How to add your Private Time Booking
  - How to Add Double Bookings for a Practitioner
  - How to Drag and Drop Bookings in Booking View
  - Change the Booking Portal Language
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  - Direct links to Categories and Users
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  - How to Create a Group Booking
  - How to hide your bookable service in the booking portal
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Approve the client's Personal Consent

Consents and approvals

Last updated on April 6, 2023

The client must always approve that their data will be stored and made available for you to use and access. Using the Registration Portal the client themselves approves it online. But if the client is manually added it's up to you to manually approve it when you for example are having a consultation with the client.

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How can you create Before/After images? How do you add a client Procedure record?