To search for clients we are going to go to clients, list, client search and the list of all clientswill appear . To filter them here we can put, for example, the name of the person oronly the first name or first and last name and also in the case that in the nickname field we havethe nickname of the client with whom we know him, for example in this case Pepe, I can filter it byits nickname and the client will filter us or also by address, telephone, if we have theidentification scheduled we can also search for it by identification or by email. We simply completethe field and click search.
Video Transcription Well now we are going to see how to create a new client, we are going to go to clients, list, search and new, here we are going to put their data such as name and surname, email, if we want them to receive reminders, there is, for ...
Video Transcription Let's see how to change the email of a client that is linked to the application. We are going to go to clients, we are going to search for the client and when the client is linked to the application it will appear with this cell ...
Video Transcription We are going to see client debts in this case there can be two types of debts, for example if we go to a client's file we see that it says debt 200 in this case this debt to edit the amount we will have to go to edit client and do ...
Video Transcription Well, now we are going to go to the associated plans section. This feature is used when we want to charge clients a fixed amount per month. We are going to go to configuration, associated plans, to create new plans. Where? We are ...
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 ...