Stay up to date with the latest feature releases and enhancements in Zanda.
☑️ Zoom Telehealth Link available on Client Portal
March 4, 2025
We've added the Telehealth Zoom link to the client's upcoming appointments list in the Client Portal.
1. Enable your client portal for Online Bookings, and allow your clients to login.
2. When clients login, they will see the My Appointments list.
3. The My Appointments list will show their upcoming appointments. Telehealth appointments will have the Join Telehealth Call button.
4. Clients will need to click that button to join their call via browser or Zoom app.
You can share these instructions with your clients.
☑️ New User Permission for Accessing Referrers and Third Parties
March 4, 2025
A new user permission is added to provide access to all Referrer and Third Party Profiles separately from client, contact and shared profiles. This feature is enabled by default to all users who have access to the People Menu feature.
- If enabled, the user can add, search, and access any profile that has the role of either referrer, third party, or both a referrer and third party. To learn all the details of this feature performance, see this article.
☑️ Date of Birth column added to the Client Advanced Search
February 25, 2025
Client Advanced Search feature is available via People > Clients > Advanced Search, Tools > Communication > Bulk Send, Tools > Bulk Update.
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☑️ New Client Automations
February 21, 2025
Introducing an intelligent automation system for welcoming new clients!
Whether you or your Zanda account users add a client manually or they register through the portal, our automation can take immediate action or be scheduled for a later time.
It can send welcome emails, SMS notifications, or even create user tasks, allowing you to concentrate on other tasks.
💡 Learn more about New Client Automations
☑️ Bulk Update to Telehealth Links on Future Appointments
February 21, 2025
Simplify your Telehealth appointments management with a single click. With our latest update, you can now enable Telehealth on all future appointments at a specific location in bulk — giving you and your clients more flexibility and convenience.
💡 Learn more about updating future appointments in bulk to enable Telehealth in specific locations.
We're committed to making your day-to-day processes easier and more efficient. Click the links above to explore all the details and get started with these exciting new features!