UPDATES: New Features & Improvements
USER GUIDES
- We've updated our user guides and tutorials.
View Smilenotes user guides...CLIENT PAGE
- Client counter to help keep track of the number of clients on your list.
- Search for clients seen by a specific team member.
- Search for clients by the date they were added to Smilenotes.
- Search for clients by their client ID number.
NOTE TEMPLATES
- Duplicate your note templates and categories.
Learn how to duplicate templates and categories...SHARE TEMPLATE COLLECTIONS
- Admin users can now share template collections with specific staff members.
Learn how to share your template collections...APPOINTMENT DIARY
- The calendar now 'remembers' which users you wish to show/hide on the calendar.
LINKING CLIENTS
- Ability to re-link notes to a different client.
Learn about linking clients here...Fixes
- Fixed the issue with booking a new appointment via the menu in the client profile (previously this option did not work).