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Practice
Clients & CRM
Clients & CRM
For all help related to your CRM needs and support on Practice
Group Managment
Group Appointment Status
Existing group sessions: How to migrate your group to Practice
Adding a new member to an existing group
Group appointments
Group management: A video overview
What is a group?
Client List
Import Clients / Contacts
Filter clients and contacts by label or tag
Bulk labeling contacts
Archiving & Unarchiving Clients
Using Labels and Tags On Practice
Client Records
Sharing Notes with Clients & Accessing Notes as a Client
Merging Clients
Using & Filtering The Client Activity Feed
Creating & Using Notes On Practice
Using & Customizing The Client Record
Client Portal
Client View: Accessing appointments from within chat
Using Shared To-Dos On Practice
Onboarding New Clients To Practice Private Messaging
Inviting Your Clients To Practice
