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Client Card
Client Card
25 articles in this collection
Written by
William Brandham,
Ben Gough,
and
Marc
How to send a Social Survey manually
Written by
Ben Gough
Updated over a week ago
How to Change Clients' Email Address in Their Client Card
Changing an email address in a client card
Written by
Marc
Updated over a week ago
How to Manually add Loyalty Points to a Client
points loyalty
Written by
Ben Gough
Updated over a week ago
How to turn On/Off reminders for a specific patient
reminders sms email social survey
Written by
Ben Gough
Updated over a week ago
How to Setup Insurance Details in Client Card
After setting up insurance contracts and insurance companies into your system you can link them with a client's profile.
Written by
Marc
Updated over a week ago
Emailing Photos to Clients
You can email the photo you took of your client on his appointment or share it with him on his Pabau Connect Profile.
Written by
Marc
Updated over a week ago
Looking up Clients
Written by
William Brandham
Updated over a week ago
Adding Social Media links to the client details
social media
Written by
Ben Gough
Updated over a week ago
Merging Client Records
Written by
William Brandham
Updated over a week ago
Upload & Delete Client Photos
Written by
William Brandham
Updated over a week ago
Client Notifications
Written by
William Brandham
Updated over a week ago
Booking from Client Card
Written by
William Brandham
Updated over a week ago
Search for a Client
How to find a client; Search for a client; Client search
Written by
Marc
Updated over a week ago
How to Make a Client Inactive
Written by
Marc
Updated over a week ago
Communication
Adding a Communication
Written by
William Brandham
Updated over a week ago
Send Email to Clients
Send an email to a client directly from the client card
Written by
Marc
Updated over a week ago
Send SMS
Written by
William Brandham
Updated over a week ago
Sending a Letter (Word)
Written by
William Brandham
Updated over a week ago
Emailing a Receipt
Written by
William Brandham
Updated over a week ago
Queued Letters
queued letter letter queue
Written by
Marc
Updated over a week ago
EMR & Notes
Adding a Treatment Note
Written by
William Brandham
Updated over a week ago
Uploading & Deleting Documents
Written by
William Brandham
Updated over a week ago
Adding & Deleting Alerts & Notes
Written by
William Brandham
Updated over a week ago
Creating a Voice Note
Written by
William Brandham
Updated over a week ago
How to Delete Alert Notes?
In this article you can learn how to delete alert notes.
Written by
Ben Gough
Updated over a week ago