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  1. Help @ Practice Better
  2. Using Practice Better
  3. Managing Clients

Managing Clients

Follow New articles New articles and comments
  • Adding New Clients
  • Sending an Invitation to join Practice Better
  • Adding a client without an email address
  • Deactivating and reactivating clients
  • Adding a Secondary Contact
  • Client Recent Activity Stream
  • Searching Clients
  • How to Check Your Client's Account Status
  • Working with Tags
  • Working with Family Records
  • Changing your Client Portal Welcome Video
  • Disabling the Nutrition tab for clients
  • Can Clients Use the Same Email Address for Multiple Practitioners?
  • Adding a Profile Photo to a Client Record
  • Legal First Name versus Preferred First Name
  • Merging Clients
  • Importing Clients
  • Exporting Client Records
  • Deleting a Client Record
  • Restoring Deleted Clients & Resources
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