Managing Clients
- Adding New Clients
- Sending an Invitation to join Practice Better
- Adding a client without an email address
- Activating and deactivating 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
- Creating Tasks & Reminders for your clients
- Changing your Client Portal Welcome Video
- Can my client work with another practitioner using Practice Better?
- Adding a Profile Photo to a Client Record
- Merging Clients
- Exporting Client Records
- Deleting a Client Record