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 Missing info on Appointments created to be checked and click on save.

​

• Related Articles

• Send Payment Link Workflow

  You must have your credit card integrated. Step 1: Send payment to the customer using email. Click on the client balance>>>>>Send Payment Link>>>>>Select the Payment option or Advance payment to be received payment from client. The email address can ...

• 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 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. 

• 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 the Edit manufacturer option.

  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 Inventory, Edit Manufacturer - ...