Private Notes and Primary Professional on clients

You can now write notes on clients and on appointments that are private to your business or clinic.

You can also assign a primary professional on clients and how the client was referred.

To modify the appointment notes, click on a client appointment and on the Notes tab. You will also see the client notes, primary professional and reference in read-only.

Screen Shot 2014-11-21 at 17.07.40

To modify client notes, the primary professional or the reference, go in the client details on the left panel and look under the Notes section.

Screen Shot 2014-11-21 at 17.08.06

The client list can also be filtered with the primary professional. A new client booking an appointment will get automatically assigned to the professional. Imported clients will also automatically get assigned to the professional doing the importation.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s