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My employees
By Patrick and 3 others4 authors19 articles
Add tags to your clients
Add a client
Add a Child or a Dependent Person to a Client’s File
Add a health insurance number
Assign a client to a professional
Custom fields per clients
Search a Client by Name, Email or Phone Number
How to Ban a Client
Unlink a child or a dependent from his parent or guardian
Export My Client List
Filter Clients by Tags in the Client List
Change the name or emoticon associated to a client tag
Recover an archived client
See a Client’s Visits, Payments and Balance
Book an appointment for my child
Create tags
Archive a client
Export my waiting list
Delete a client profile