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.

  • If you need to add more information, click 'More'. Additionally, you can create custom fields.

  • 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'.

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