Clients & records
Adding clients, profiles, intake and consent forms.
- Adding a client Create a client record. Only the name is required.
- What's on a client's profile Visits, notes, forms, insurance, packages and contact details.
- Deactivating a client Hide a client you no longer see without losing their records.
- Recording consent for text messages Clients must agree before you text them.
Still need help?
A real person reads every email, usually within one business day. Please don't include client health details.