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  1. Practice
  2. 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
  • Creating Group appointments & Recurring Group Appointments
  • Group management: A video overview
  • What is a group?

Client List

  • Practice Onboarding Guide For Clients
  • 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
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