Clients & CRM

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