FAQ and Quick Tips

Client intake form preview - An enhancement is added for the client intake forms which allows a user to generate preview before you finalize on any forms and save it.
Here's a VIDEO that may help you - Client intake form preview - An enhancement is added for the client intake forms which allows a user to generate prev...
Wed, Jan 19, 2022 at 10:38 AM
Client Leave Notification
Here's a VIDEO that may help you - Client Leave Notification
Thu, Dec 15, 2022 at 1:46 PM
Client not visible even after status being active
Here's a VIDEO that may help you - Client not visible even after status being active or you can also use the following instructions to solve the issue. ...
Fri, Jun 11, 2021 at 1:57 PM
Client Restricted Files
Here's a VIDEO that may help you - Client Restricted Files
Tue, May 2, 2023 at 2:19 PM
Client schedule to the client email address
Here's a VIDEO that may help you - Client schedule to the client email address
Wed, Aug 4, 2021 at 3:32 PM
Client Search on Top
Here's a VIDEO that may help you -  Client Search on Top
Wed, Aug 16, 2023 at 12:02 PM
Client zone is available in the summary (top section) on the client profile
Here's a VIDEO that may help you - Client zone is available in the summary (top section) on the client profile
Thu, Sep 8, 2022 at 12:38 PM
Clients List View Supervisor Column
Here's a VIDEO that may help you - Clients List View Supervisor Column
Thu, Dec 15, 2022 at 1:53 PM
Clubbed Session Indicator on Process Appt Export to Excel
Here's a VIDEO that may help you - Clubbed Session Indicator on Process Appt Export to Excel
Thu, Dec 15, 2022 at 2:00 PM
Clubbing for Regional Funding Sources
Here's a VIDEO that may help you - Clubbing for Regional Funding Sources
Tue, Jan 24, 2023 at 12:55 PM