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Managing Clients
- Syncing Clients and Staff Between In-Home and Facility
- Clients With In-Home & Facility Accounts
- Facility: Portal Settings
- Facility: Client and Staff Flags
- Facility: Applying Credits & Open Payments
- Facility: Logging Into Client Portal As Client
- Bulk Check In and Out In Front Desk Mode
- Facility: Understanding Credits & Open Payments
- Best Practices for Facility New Client Form
- Facility: Sending Mass Emails to Clients
- Facility: Message Center
- Understanding Messaging in Facility
- Facility: Message Tags
- Facility: Marking A Client As Inactive
- Facility: How To Reactivate An Inactive Client