Get started with MERIDIQ
- Get started
  - Create a MERIDIQ account
  - Get started using MERIDIQ
Clients
- Using the record system
  - How to use the Registration Portal
  - Making a Notes & Files record
  - How to add a Client
  - Your Clients in the MERIDIQ solution
  - 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
  - Configure the Record System
  - How do you create or edit a Letter of Consent?
  - Customize your own Questionnaires
  - Before and after pictures consent
  - 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?
  - How to create Categories for your services
  - Configure your Booking System
  - 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
  - Service Schedule
  - Direct links to Categories and Users
  - Connect Questionnaires and Letters of Consent (LoC) to a Service
  - How to Create a Group Booking
  - How to hide your bookable service in the booking portal
SMS
General Settings & Billing
- General Settings
  - General Settings
  - Billing
  - Date Format
  - Client Import
  - Booking Import
New Functions
- New stuff
  - New Features
More

Configure the Record System

Last updated on August 4, 2021

Send a welcome email to clients when registering: This allows your clients to receive a confirmation that their profile has been successfully created

Automatically send signed consents to the client: This sends a digital copy of the consent to the client's email

Email notification when the client registers using reg.portal: This sends a confirmation to the “Super User”-email when a client registers using the Registration Portal

Use the checkbox when signing a letter of consent: This allows you to choose whether a client should sign a consent using a check box or a signature field

Can we publish your before and after pictures?: This enables approval of before and after pictures when clients sign a Letter of Consent

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How to use the Registration Portal How do you create or edit a Letter of Consent?