Quick Start Guides

This section is aimed at showing how to quickly do various tasks. These pages do not show you all the options nor include all the details about how a function might work.

In this section

QG - Create an Appointment

QG - Create a Casual Appointment

QG - Create a Meeting

QG - Create a Recurring Meeting

QG - Cancelling an Appointment

QG - Add a New Client without a Referral

QG - Add a new Client with a Referral

QG - Create a New Referrer

QG - How to Send Reminders

QG - How to Add a Product or Service

QG - Create a Third Party Biller

QG - Add a Document to Client Record

QG - Add a Client to the Wait List