Creating a Client

This guide is going to show you the three ways of creating a client.

How to quickly create a contact via the Create button

• In the top right corner, click 'Create' and then select 'Contact'.

How to create a contact via the Calendar

• Click 'Calendar' in the top menu.

• In your Calendar, create a new appointment.

• On the left, click on 'Add new client'.

• Here you can add all the relevant data for the patient, also referral information (How heard?), as well as opt-in information about including him/her in email/sms/letter campaign.

• After you're finished, click on 'Create Client' or 'Create & Book' in order to save the data.

How to create a contact via the Contacts Application

• Click 'Contact' in the top menu.

• Click 'Contact Manager' on the left.

• Click on the right on 'New contact'.

Enter the contact information data and click on 'Save'.