Well, to settle debts in the case of debtors from sales or visits we will be able to go to the fileand it will show us all the sales debts that you have, then we will open our eyesand it will open the sale and we will see the debt, in case the client does not paythe debt in full, we can choose the payment method and the amount they pay usand there we add the payment, then that payment will appear in the sale and will be discountedof the debt, if the client pays the entire debt, we enter the means of payment and settle the debt,then it will appear that the total was settled and it will no longer appear as a debt to the client,in the case of debts that are managed manually, we are simply going to go to theclient's file, we are going to edit and we are going to correct it manually, there we modifythe sale manually, for example we delete the amount and update, then in their fileit will no longer be appear as debt.
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 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 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 ...
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 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 ...