Clients and follow-up
Client records, history, healing follow-up and touch-up policy.
2 articlesHow do I create and fill out a client record?
Add a new client from the list, enter their contact details, then fill out their record with notes, tags, history, and active projects.
Where do I find a client's history (appointments, consent forms, reviews)?
From the client record, find every past appointment, signed or pending consent forms, and reviews left, with filters and pagination.