How to change the email of the client linked to the app?
How to change the email of the client linked to the app?
Video
Transcription
Let's see how to change the email of a client that is linked to theapplication. We are going to go to clients, we are going to search for the clientand when the client is linked to the application it will appear with thiscell phone icon. Sometimes it happens that the client losesaccess to the email or changes email and needs to change it in the application.What we are going to do is unlink it from the application, edit the email and update.Then we are going to go to the pet that is linked and we are going to send it theinvitation again. Then it will send the invitation to the new email andwill also inform us of the password so that we can find out about the client andthey will be able to log in with the new email and password.Once theinvitation is sent and the client already has the account created, an invitation cannot besent again to that same email. In that case they have to ask for help withsupport to be able to delete it from the system and be able to send it again to thatsame email.
Video Transcription When we create a new patient we can link it to the client's app so that they can see the appointment reminders, see the patient's file, request appointments and also see promotions that we load into the system to link them to that ...
Video Transcription We are going to see the client files, in this case I go to the client list, I open the client file and it will show me the data of that client such as email, identification, address here if they have debts, if they have an ...
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The easiest way to link the customer app with our system is: Create the client profile. (you need to include your email) Create the pet profile of said client. Then, within the patient's file you will find the "send invitation to use the app" button, ...
Video Transcription To search for clients we are going to go to clients, list, client search and the list of all clients will appear . To filter them here we can put, for example, the name of the person or only the first name or first and last name ...