VIDEO GUIDES

Archive Clients (0:31)

Keep your workspace neat and tidy by hiding from view clients you no longer see, (archived clients are never deleted from the system).

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Appointment Diary: Get set up quickly (5:23)

How to set up the appointment diary and start booking appointments for your clients in no time.

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How to use the notepad (1:30)

A quick-start quide on writing and organising your patient / client notes using the notepad.

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Note Templates(2:55)

Our note templates help make note writing speedy and are very easy to set up.

-Create Collections (a folder to keep your templates) (0:06)

-Create Template Categories (0:44)

-Create Templates (1:09))

-Auto Templates (2:02)

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Client / Patient Notes (2:40)

Keep notes for the same patient or client organised together.

-Create a New Client (0:07)

-New Note - Method 1 (0:47)

-New Note - Method 2 (1:15)

-New Note - Method 3 (1:36)

-Archive Clients (1:54)

-View Past Notes (2:27)

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Chart Markup (0:18)

How to use the chart markup feature.

Draw free hand using a mouse, finger or stylus, add lines, arrows and text to a body chart.

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Printing and Exporting Notes (1:00)

How to print and export past notes for a patient.

How to print off hard copies or save notes as a PDF file.

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Advanced Templates (1:41)

How to add buttons and dropdown menus to your notes.

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