Zanda Knowledge Base
Go to zandahealth.com
Account Management
Getting Started With Zanda
Basic Setup
Introduction to Zanda Calendar
Video Tutorials
Getting Started With Zanda
Account Management
Practice Management
Invoices and Payments
Client Records - Notes, Forms, and Files
Client Portal
Integrations
Account Management
Your Account Management
Subscription and Billing
Exporting Your Data
Accessing Zanda
Practice Administration
Managing Clients
Managing Referrers
Practitioners and Users
Practitioners Availability and Locations
Rooms and Resources
Marketing Tools
Practice Operations Manual
Team Training
Managing Calendars
Moving to Zanda
Appointments and Reminders
Appointments
Appointment Reminders
Client Notes, Forms and Files
Client Notes
Online Forms
Client Files
Communication
Invoices and Payments
Services and Products
Invoices
Session Packs
Payments
Statements and Superbills
Insurance Management (US-only)
Automations
Client Portal
Telehealth
Zoom Telehealth
Reports
FAQs and Troubleshooting
FAQs and ProTips
Troubleshooting
Integrations
Google Calendar
Outlook Calendar
Medicare (AUS only)
DVA (AUS only)
MailChimp
Tyro (AUS only)
Stripe
Xero
Physitrack
Clearinghouse (US-only)
Support News and Announcements
Back to home
Zanda Knowledge Base
Account Management
Getting Started With Zanda
Basic Setup
Introduction to Zanda Calendar
Video Tutorials
Getting Started With Zanda
Account Management
Practice Management
Invoices and Payments
Client Records - Notes, Forms, and Files
Client Portal
Integrations
Account Management
Your Account Management
Subscription and Billing
Exporting Your Data
Accessing Zanda
Practice Administration
Managing Clients
Managing Referrers
Practitioners and Users
Practitioners Availability and Locations
Rooms and Resources
Marketing Tools
Practice Operations Manual
Team Training
Managing Calendars
Moving to Zanda
Appointments and Reminders
Appointments
Appointment Reminders
Client Notes, Forms and Files
Client Notes
Online Forms
Client Files
Communication
Invoices and Payments
Services and Products
Invoices
Session Packs
Payments
Statements and Superbills
Insurance Management (US-only)
Automations
Client Portal
Telehealth
Zoom Telehealth
Reports
FAQs and Troubleshooting
FAQs and ProTips
Troubleshooting
Integrations
Google Calendar
Outlook Calendar
Medicare (AUS only)
DVA (AUS only)
MailChimp
Tyro (AUS only)
Stripe
Xero
Physitrack
Clearinghouse (US-only)
Support News and Announcements
Account Management
Learn about managing your account and security information.
Your Account Management
Transferring the Account Ownership
EU Standard Contractual Clause And UK Addendum
Business Associate Agreement
Recording and Reviewing the User Activity Log File
Changing Email Addresses in Your Account
Updating Your Business Information
Our Partners
ICO Data Protection (UK only)
Managing Linked Zanda Accounts
Managing a Zanda Account When the Account Owner Has Passed Away
See more
Subscription and Billing
Managing Your Zanda Subscription
How to Store or Close Your Account
Printing Receipts for Subscription Payments
Converting Your Trial Account
Paying for Overdue Zanda Subscription Invoices
Updating Your Credit or Debit Card Details
See more
Exporting Your Data
Exporting Your Data
How to Extract Client Data for a Subpoena
Accessing Zanda
Activating Two Factor Authentication
How to Bookmark Your Account Login Page
Logging into Your Account
Adding Your Access Link to Your Homescreen
Improving Visual Accessibility
Changing Your Master Password and Username
Resetting Your Email Address and/or Password
Adding Your Account Access Link to Your Desktop
Accessing Your Account on a Mobile Device
Do we support other languages?
Do we support Single Sign-On (SSO)?
See more