Knowledge base

Bookings and Appointments (1)

Appointments (8)

• How To Make a Consultation Appointment
• How To Make a Surgery Appointment
• How To Edit an Appointment

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Services and Products (2)

Products (3)

• How To Delete a Product
• How To Add a Product
• How To Edit a Product

Services (6)

• How To Add a Service To a Location
• How To Add a Service To a Treatment Provider
• How To Create a Customized Service

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Clinic and Team Setup (1)

Settings (6)

• How To Set Up a New Location
• How to Set Up Clinic Policies
• How to Add a Team Member

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Finances and Invoices (2)

Set Up and Manage Invoices (5)

• How to Create an Invoice From an Appointment
• How to Create a Freestanding Invoice from Patient 360
• How to Create a Freestanding Invoice from Financials View

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Pay Invoices (3)

• How to send Invoices with Pay by Link
• Mark an invoice as partly paid by Financing
• How to mark an invoice paid by cash or bank transfer

Manage Patient Records (1)

Patients & Profiles (4)

• How to Register a New Patient
• How to Navigate in Patient 360 (Part 1)
• How to Navigate in Patient 360 (Part 2)

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