How to enable interest for the specific client ?
Step 1 : Click on the Client Name on the Client toolbar.
Step 2 : In the side menu that appears, click on edit details.
Step 3 : Click on the edit option next to Additional Details and check the Apply interest box.
Related Articles
Pronghorn - Search for a client / patient
Next Gen - Clients & Patient Search How to Search Client's & Patient's on Next Gen ? Please find the types of client's & patient's search: 1: Client ID 2: Client First & Last name 3: Client registered E-mail ID 4: Client Register Phone Number 5: ...
How to enable discount for the client ?
Step 1 : Click on the Client Name on the Client toolbar. Step 2 : In the side menu that appears, click on edit details. Step 3 : Click on the edit option next to Additional Details and check the Apply discount box and choose a discount you have ...
How to generate a report on Client's Last activity ?
Start at the Hamburger Step 1 : Click on Remind Compliance & Marketing >> Marketing Dashboard. Step 2 : Select the filter as Last Activity and click on show all.
How to tag a client to a specific group ?
Step 1 : Click on the Client Name on the Client toolbar. Step 2 : In the side menu that appears, click on edit details. Step 3 : Click on the edit option next to Tag cloud. Enter the Tag and click on save.
How to enable option to send client's missing info on appointments created ?
Open Hamburger Menu. Step 1 : Click on Clinic & Staff settings >> Organisation>> Clinics. Step 2 : Click on the Settings icon as shown below against the clinic you would want to make the changes to. Step 3 : Under Appointment, enable Send Clients ...