Zanda Knowledge Base
Go to zandahealth.com
Video Tutorials
Getting Started With Zanda
Basic Setup
Introduction to Zanda Calendar
Video Tutorials
Getting Started With Zanda
Account Management
Practice Management
Communications
Appointments
Invoices and Payments
Client Records - Notes, Forms, and Files
Client Portal
Integrations
Reports
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
Back to home
Zanda Knowledge Base
Video Tutorials
Getting Started With Zanda
Basic Setup
Introduction to Zanda Calendar
Video Tutorials
Getting Started With Zanda
Account Management
Practice Management
Communications
Appointments
Invoices and Payments
Client Records - Notes, Forms, and Files
Client Portal
Integrations
Reports
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
Video Tutorials
Learn how to use Zanda with our easy, step-by-step video tutorials!
Getting Started With Zanda
Video: Navigating Zanda Main Screen
Video: Configuring Calendar Display
Video: Configuring Business Basics
Video: Adding New Clients – Four ways
Video: Making Appointments – Three Types
See more
Account Management
Video: Logging In
Video: Setting Up Zanda on a Mobile Device or Tablet
Video: Managing Linked Zanda Accounts
Practice Management
Video: Adding and Editing Account Users
Video: Adding Practitioners
Video: Setting Up Practitioner Availability
Video: Setting Up Appointment Reminders
Communications
Video: Using Bulk Send Communication Feature
Video: Subscribing Clients To Marketing Communication
Video: Setting Up and Using Automations
Appointments
Video: Managing Client Appointments
Video: Managing Group Appointments
Video: Managing Personal Appointments
Video: Managing Recurring Appointments
Video: Adding and Managing Clients in Waitlist
See more
Invoices and Payments
Video: Adding Services and Products
Video: Setting Up and Using Taxes
Video: Adding Client Discounts
Video: Making a Sale Without Appointment
Video: Adding Payments to Invoices
Video: Managing Billing To Contacts
Video: Managing Billing to Third Parties
Video: Managing Diagnosis Codes
Video: Adding Diagnosis Codes to Superbills (US-only)
Video: Getting Started with Superbills (US-only)
Video: How to Set up and Use Session Packs
Video: Managing Prepaid Session Packs
Video: Updating or Removing Session Packs
Video: Generating Invoices for Group Appointments Automatically
Video: Transferring Integrated Payments Between Payees and Invoices
Video: Creating Statements Billed To Clients
Video: Creating Statements Billed To A Third Party
Video: Monthly Statements Automation
See more
Client Records - Notes, Forms, and Files
Video: Viewing Clients Notes and Forms in a List
Video: Enabling Client Form Access Authentication
Video: Editing Notes and Forms Templates
Video: Accessing Templates in Zanda
Video: Sharing Online Forms With Clients
See more
Client Portal
Video: Managing Zanda Client Portal
Integrations
Video: Setting Up Medicare (AU) Claiming
Video: Managing Stripe Integration - Single Default Account
Video: Managing Integration with Xero
Video: Managing Stripe Integration With Multiple Practitioner Accounts
Video: Managing Outlook Calendar Integration
See more
Reports
Video: Using the Sales Menu Features