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  1. Practice
  2. Clients & CRM

Clients & CRM

For all help related to your CRM needs and support on Practice

Client List

  • Archiving & Unarchiving Clients
  • Using Labels and Tags On Practice

Client Records

  • Edit Your Client's Timezone
  • 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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