 Client Details 
Click Client Details to open the  Client Details record when an appointment is selected  
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 Find Client 
Click  Find Client to search for a Client, from here you can View Appointments including invoiced and cancelled details, Send an SMS, Attach Documents or Emails to the Client Record  
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 New Client 
Click  New Client to add a new Client into your database.  
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 Attach Document 
Attach a Document to the Client Record, for example a letter created outside of myPractice or a document sent in by the client. 
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 Attach Email 
Attach an Email to the Client Record. Emails need to be downloaded from a web client into Outlook or something similar. Emails viewed only in a web client can not be saved to the client record.  
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 Record Phone Contact 
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