Clients
- Managing Client Records (Mobile)
- Creating a SOAP Note (Mobile)
- Copying a Previous SOAP Note (Mobile)
- Sending a Client Intake Form (Mobile)
- Viewing a Client's Intake Form (Mobile)
- Viewing a Client's Appointment Activity (Mobile)
- Managing Cards on File in a Client's Record (Mobile)
- Holding Credit Cards on File in Square
- Viewing a Client's Credits (Mobile)
- Adding a client to the Waitlist (Mobile)
- Viewing Clients on the Waitlist (Mobile)
- Sending a Waitlist Email to a Client (Mobile)
- Removing a client from the Waitlist (Mobile)
- Enrolling a Client into a Membership (Mobile)
- Editing Message Settings per Client (Mobile)
- Adding/Removing Tags (Mobile)
- Adding and Removing a Client's Photo (Mobile)
- Adding Notes and Reminders to a Client's Record and Appointments (Mobile)