Clients
ClientsClient base: search, filters and the client card
Where to find all your clients, how to search and filter the list, what the client card shows and how to add a client by hand.
ClientsImporting clients from CSV or XLSX
How to move your client base from a spreadsheet or another app: the template, which columns YEMISCE recognises, checking the file before import, and what happens to clients who are already in the base.
ClientsMerging duplicate clients
What the “Possible duplicate” badge means, how to merge two cards of the same client, and what to do if they are actually different people.
ClientsClient file: visit notes
How to write a specialist's note for each client visit, where to read these notes, and who on the team can see them.
ClientsSession packages
How to sell a client a course of several visits, debit sessions when booking, and decide when a cancelled visit is forfeited from the package.