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
- 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
- Limit how many appointments clients can book ahead of time per professional