Getting Started
Learn about how to start using your Zanda account in 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
- Changing Your Subscription Plan
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
- 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
- Client Portal Access and Settings
- 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 Pro Sessions
- Flagging Telehealth Appointments
- Adding New Telehealth Services and Item Numbers
- Getting Started with Telehealth Lite
- Enabling Your Camera and Microphone for Telehealth
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 Practitioner's Job Title to Communication?
- 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.
- Connecting to Google Calendar
- Connecting to Outlook Calendar
- Registering for Medicare Online Claiming (AUS Only)
- Setting up Your Stripe Integration
- APEX Clearinghouse Enrollment Process (US-only)
Support News and Announcements
Learn about the latest support news and announcements.
- Updates to How We Refer to Practitioners
- Medicare's New Claiming System and Related Issues
- Data Saved to the Permanent Record
- Client Profile Enhancements and New Identity Fields - 2023
- Customer Team Update