Getting Started With Zanda
Learn about how to start using your Zanda account in a few easy steps.
- Starting a Trial Account
- Getting Started
- Navigating the Calendar Display
- Setting Up Your Business Information
- Adding New Clients 4 Ways
Account Management
Learn about managing your account and security information.
- Converting Your Trial Account
- Logging into Your Account
- Updating Your Business Information
- Adding Your Access Link to Your Homescreen
- Managing Your Zanda Subscription
Practice Administration
Learn how to use Zanda features to successfully setup and manage your practice.
- Adding and Editing Practitioners
- Client Profile in Detail
- Setting Up and Using Multiple Locations
- Using Coloured Appointment Flags
- Managing Shared Profiles
Moving to Zanda
Learn how to switch to Zanda smoothly with our data import service.
- Moving from Cliniko to Zanda
- Moving from Halaxy to Zanda
- Moving from Splose to Zanda
- Moving from Genie to Zanda
- Importing your Data - FAQ
Appointments and Reminders
Learn all about Zanda appointments and client reminders.
- Creating, Editing and Deleting a Client Appointment
- Creating, Editing and Managing Group Appointments
- Creating, Editing and Deleting Recurring Appointments
- Configuring Appointment Reminders
- Sending Appointment Reminders Manually
Client Notes, Forms and Files
Learn how to write notes, use online forms and save documents and files to a client's record.
- Creating and Managing Session Notes
- Creating a Session Note Template
- Getting Started with Online Forms
- Sending Online Forms to Clients
- Upload Files or Documents
Communication
Learn how to create communication templates, send messages and generate letters.
- Main Communication Settings
- Creating and Managing Communication Templates
- Communicating with Clients
- Sending Letters to Referrers
- Managing SMS Communication Preferences
Invoices and Payments
Learn about invoices, payments, receipts and statements.
- Creating, Editing, Printing and Emailing Invoices
- Customising Your Invoices/Receipts
- Adding and Managing Payments
- Creating Superbills (US-only)
- Getting Started With Insurance Claiming (US)
Automations
Learn how to set up and use invoicing, recall and port-appointment automations in Zanda.
- Managing Automations
- Setting Up an Invoicing Automation
- Setting Up a Pre-Appointment Automation
- Setting Up a Post-Appointment Automation
- Automations FAQs
Client Portal
Learn how to enable and configure your client self booking portal.
- Setting up Your Client Portal
- Setting Up Online Bookings on Client Portal
- Adding Your Client Portal to Your Website, Social Media and Google
- How Clients Register for the Client Portal
- Allowing Contacts to Book on Behalf of Clients
Telehealth
Learn about Zanda Telehealth system for secure video consultations with your clients.
- Managing Zoom Telehealth Basic Sessions
- Managing Zoom Telehealth Pro Sessions
- Managing Zoom BYO Telehealth Sessions
- Adding Telehealth Services and Item Numbers
- Flagging Telehealth Appointments
Reports
Learn about Reports feature for tracking and optimizing your practice performance.
See all articlesFAQs and Troubleshooting
Find answers to the most frequent questions, pro-tips and troubleshooting advice.
- How Can I Add A Practitioner Job Title to Communication Messages?
- How To Format Text In Notes and Forms
- How Can I Track Client Marketing Sources?
- Refer a Friend Program
- Moving to a Paperless Practice
Integrations
Learn about Zanda integrations with Xero, Stripe, MailChimp, Google and Outlook Calendar & Mail, Physitrack, Tyro (AU), Medicare (AU) and more.
- Sync Zanda to Google Calendar
- Connecting to Outlook Calendar
- Registering for Medicare Online Claiming (AUS Only)
- Setting up Your Stripe Integration
- Integrated Clearinghouse Enrollment Process (US-only)
Support News and Announcements
Learn about the latest support news and announcements.
- Feature Releases Announcements
- Transition Guide for the Domain Change to ZandaHealth.com
- Name Change FAQs
- Embracing the Future of Telehealth with Zanda and Zoom
- Updates to How We Refer to Practitioners