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
Telehealth Lite
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
Telehealth Lite
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.
How Zanda AI Note Scribe Works: Keeping Your Data Safe and Secure
FAQs and ProTips
How To Format Text In Notes and Forms
How Can I Write Off an Invoice?
Product Development Roadmap
Can Clients Call My Account SMS Number?
Are Zanda SMS and Emails HIPAA Compliant?
How to Read Appointment Pop-Up on Main Calendar Screen?
How to Update Your Rates
What Are The Saleable Categories For?
Using SMS Feature Efficiently
How Can I Track Client Marketing Sources?
Editing Appointments On A Mobile Device
How to Backup Your Appointments
How Can I Add A Practitioner Job Title to Communication Messages?
How Can I Remove Client SMS Replies?
Need an Intro to Zanda?
Managing Payroll With Your Account Reports
Deleting and Restoring Invoices
Moving to a Paperless Practice
How Can I Fix or Delete Incorrect Session Packs?
How Can I Use My Account for Room Rentals?
How Can I Change the Order of Practitioners?
Session Packs Expiry and Automatic Creation
How Can I Use the File Under Field on Client's Details Page?
How To Reference Blog Articles in Scholarly Papers
Do we have a Mobile App?
Get Your Practice Ready For The New Year
Refer a Friend Program
Addressing System Performance Issues: Our Ongoing Efforts and Commitment
Our Approach to Refunds and Compensation
How Can I Limit Services and Products By Locations?
How to Submit an Idea on the Customer Ideas Portal
See more
Troubleshooting
How to Report an Issue with Your Account
Internal Errors
What Does ‘Email Address is Already in Use’ Mean?
Reporting System Bugs
Adding Email Addresses to Safe Senders List
Why has my Client Stopped Receiving SMS from my Account?
Troubleshooting Emails Not Being Received
Zanda System Status Page
Clearing Your Cache, Cookies and History
Activating your Capterra Gift Card
Troubleshooting Internet Connection Issues
Updating Your Browser
Understanding Continuous Software Updates
Why is there a (!) in front of my template?
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