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Practice Administration
Learn how to use Zanda features to successfully setup and manage your practice.
Managing Clients
- Using Zanda for Client Records Only
- Understanding Third Party Profiles
- Adding And Managing Clients In Waitlist
- Add and Manage Custom Profile Fields
- Merging Duplicate Profiles
- Setting Up and Allocating Client Types
- Client Mega Menu
- Archiving, Deleting, Unarchiving and Restoring Clients
- Using Cancellation Reasons
- Updating Profiles in Bulk
- Using Client and Practice Tasks
- How to Toggle Alerts for Clients
- Adding Client Contacts Manually
- Setting Up and Using Client Classifications
- Client Profile in Detail
- Managing Shared Profiles
- Managing Vaccination Status with Clients
- Client Progress Reports
Managing Referrers
Practitioners and Users
- Managing Practitioner Notifications
- User Permissions For Accountants
- Adding a New Practitioner to Your Account
- Setting The Default Practitioner For New and Existing Clients
- User Permissions For Reception/Admin Staff
- Showing Your User Time Zone In the Calendar
- When a Practitioner Leaves
- User Permissions For Practitioners
- Managing Users
- Adding and Editing Practitioners
- Account User Settings
- Assigning Multiple Practitioners to a Client Profile
Practitioners Availability and Locations
Rooms and Resources
Marketing Tools
Practice Operations Manual
Team Training
Managing Calendars
- Editing Your Calendar Display
- Can Clients Check Themselves In at the Clinic (Self Check-In Kiosk or Tablet)?
- Adding Breaks To Your Calendar
- Using Practitioner Groups
- Notepad
- Appointment Statuses, Symbols and Calendar Legend
- Using the Locations Filter
- What is Private Mode?
- Using Coloured Appointment Flags
- Printing Your Schedule