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Practice Administration
Learn how to use Zanda features to successfully setup and manage your practice.
Managing Clients
- Adding And Managing Clients In Waitlist
- 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
- Client Tasks
- How to Toggle Alerts for Clients
- Adding Client Contacts
- Setting Up and Using Client Classifications
- Client Profile in Detail
- Managing Shared Profiles
- Managing Vaccination Status with Clients
Managing Referrers
Practitioners and Users
- 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