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My Clients

  • Add a Child or a Dependent Person to a Client’s File
  • Add a client
  • Add a health insurance number
  • Add tags to your clients
  • Appointments at the Wrong Time in My Client's Personal Calendar
  • Archive a client
  • Ask for their RAMQ number and expiration at booking
  • Assign a client to a professional
  • Change the name or emoticon associated to a client tag
  • Consult or Modify Client Files
  • COVID-19: Simplify the Management of My Clients’ Vaccine Passports
  • Custom fields per clients
  • Email address already associated
  • Export My Client List
  • Filter Clients by Tags in the Client List
  • Generate the cancellation or follow-ups list
  • How to Ban a Client
  • How to modify a clients appointment
  • Import My Client List
  • Limit how many appointments clients can book ahead of time in the company
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Categories

  • 🍃 eClaims
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  • COVID-19
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  • Mobile Version
  • My Clients
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