Manage clients and notes

Step-by-step guide

1. 1Go to Clients and search by name, phone, or email.
2. 2Open a client profile to review appointment and note history.
3. 3Use the Forms panel to add a form without an appointment, send it to the client, copy the secure link, or open it for in-clinic completion.
4. 4Add practical treatment notes after each visit.
5. 5Update contact info immediately when clients report changes.
6. 6Use the Packages panel to sell active packages, view session balances, check package invoices, and cancel packages when needed.
7. 7Check package redemption history before booking another package session for the client.
8. 8Use clear note formatting so all team members can follow context.
9. 9Keep duplicates under control by checking before creating new records.