Public Knowledge Base
Go to zandahealth.com
FAQs and Troubleshooting
Getting Started
Basic Setup
Introduction to Zanda Calendar
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
Session Packs
Invoices
Payments
Statements and Superbills
Insurance Management (US-only)
Automations
Client Portal
Telehealth
Zoom Telehealth Basic and Pro
Telehealth Lite and Plus+
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
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Public Knowledge Base
FAQs and Troubleshooting
Getting Started
Basic Setup
Introduction to Zanda Calendar
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
Session Packs
Invoices
Payments
Statements and Superbills
Insurance Management (US-only)
Automations
Client Portal
Telehealth
Zoom Telehealth Basic and Pro
Telehealth Lite and Plus+
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
FAQs and Troubleshooting
Find answers to the most frequent questions, pro-tips and troubleshooting advice.
Name Change FAQs
FAQs and ProTips
Are Zanda SMS and Emails HIPAA Compliant?
How Can I Use My Account for Room Rentals?
Can Clients Call My Account SMS Number?
Using SMS Feature Efficiently
Managing Payroll With Your Account Reports
How To Reference Blog Articles in Scholarly Papers
Need an Intro to Zanda?
Do we have a Mobile App?
Product Development Roadmap
How Can I Add Practitioner's Job Title to Communication?
Editing Appointments On A Mobile Device
How Can I Fix or Delete Incorrect Session Packs?
How To Format Text In Notes and Forms
How to Backup Your Appointments
How Can I Write Off an Invoice?
How to Read Appointment Pop-Up on Main Calendar Screen?
Session Packs Expiry and Automatic Creation
How Can I Track Client Marketing Sources?
How to Update Your Rates
How Can I Use the File Under Field on Client's Details Page?
Get Your Practice Ready For The New Year
Refer a Friend Program
Moving to a Paperless Practice
Deleting and Restoring Invoices
Addressing System Performance Issues: Our Ongoing Efforts and Commitment
How Can I Change the Order of Practitioners?
How to Request Client Feedback or Invite to Book Again
How Can I Remove Client SMS Replies?
Our Approach to Refunds and Compensation
What Are The Saleable Categories For?
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Troubleshooting
How to Report an Issue with Your Account
Reporting System Bugs
Zanda System Status Page
Troubleshooting Emails Not Being Received
Internal Errors
Troubleshooting Internet Connection Issues
Updating Your Browser
Activating your Capterra Gift Card
Adding Email Addresses to Safe Senders List
Understanding Continuous Software Updates
Why is there a (!) in front of my template?
What Does ‘Email Address is Already in Use’ Mean?
Why has my Client Stopped Receiving SMS from my Account?
Clearing Your Cache, Cookies and History
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