Public Knowledge Base
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Practice Administration
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
Practice Administration
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
Practice Administration
Learn how to use Zanda features to successfully setup and manage your practice.
Managing Clients
The Practice Dashboard
Adding And Managing Clients In Waitlist
Client Tasks
How to Toggle Alerts for Clients
Adding Client Contacts
Setting Up and Using Client Classifications
Merging Duplicate Clients
Setting Up and Allocating Client Types
Using Diagnosis Codes
Client Profile in Detail
Managing Shared Profiles
Client Mega Menu
Archiving, Deleting and Restoring Clients
Using Cancellation Reasons
Updating Profiles in Bulk
Managing Vaccination Status with Clients
Managing Couples Appointments
See more
Managing Referrers
How to Identify Your Top Referrers
Managing Referrers and Referrals
Practitioners and Users
User Permissions For Accountants
Adding a New Practitioner to Your Account
Changing The Default Practitioner For New Clients
Adding and Editing Practitioners
User Permissions For Reception/Admin Staff
Showing Your User Time Zone In the Calendar
Account User Settings
When a Practitioner Leaves
User Permissions For Practitioners
Assigning Multiple Practitioners to a Client Profile
Managing Users
See more
Practitioners Availability and Locations
Reflecting Location Types on Appointments
Setting Availability Tips and Tricks
Setting Up and Using Multiple Locations
Setting Up and Editing Availability
Managing Location Changes
See more
Rooms and Resources
Managing Resources for Appointments
Finding an Appointment Time for a Resource
Setting up Resources
Marketing Tools
Sending Bulk Communications
Recording Client Sources
Practice Operations Manual
Use of the Practice Manual
Enabling and Managing Your Practice Manual
Team Training
Practice Setup Guide - The Basics
Training for Admin/Reception Staff
Practice Setup Guide - Advanced
Training for Practitioners
Managing Calendars
Notepad
Appointment Statuses, Symbols and Calendar Legend
Editing Your Calendar Display
Adding Breaks To Your Calendar
Using the Locations Filter
What is Private Mode?
Using Coloured Appointment Flags
Printing Your Schedule
Using Practitioner Groups
See more
