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