Client list

Your clients are the people who book appointments or to whom you give appointments. Each one has a record, which is filled in automatically the first time you give them an appointment or they book online. Depending on your account's type, on screen you see clients as Patients Medical or Applicants Administrative; in this help center we always call them clients.

The client list

Go to Schedules › Clients. To open it you need the Clients permission. See the permissions.

The list shows each client with their ID document, their coverage, their contact details and their tags. Use Search to find a client, and use the list filters to show only the clients that have a tag. The chart button, above the list, shows you how many clients have each tag.

From the list you add a new client, or click one to open their record.

Print personal details

If your plan includes documents, each client in the list has Print: it builds a sheet with their personal details, their contact details and their coverage, which you can print or download. If your plan also includes the extended record, you can add their visits. See the record.

Delete a client

In the list, use Delete on that client. The client no longer appears in your list; the appointments they already had stay in the schedule with their name.