How to Create a Client Profile Through the Clients Module
In the left sidebar, click the people icon to open the Clients module.
Click the "Create Client" button at the top left of the screen.
A form will appear. Complete the following fields:
Personal information
First name, Last name, and Preferred name
Date of birth (DOB)
Gender
Email
Phone
Personal Health Number
Address and Apt/Suite #
Family Doctor Name and Family Doctor Phone
Emergency contact name and Emergency contact phone
Additional Info — any extra notes about the client
Additional Fields If your clinic has configured custom fields, they will appear at the bottom of the form under "Additional Fields". Complete them as needed.
Profile photo
Click the pencil icon on the profile photo area to upload a photo.
Click "Save" to create the client profile.
Steps to Create a Client During Appointment Booking
In the left sidebar, click the calendar icon to open the Appointments module.
Click on the desired time slot to create a new appointment.
In the "Clients" field of the form that appears, type the client's name.
If the client does not exist, a "Not found" message will appear with a "Create Client" button.
Click "Create Client" to create a new client profile.
Complete the client information.
Click "Save" to create the profile and continue booking the appointment.
How to Edit a Client Profile
In the left sidebar, click the people icon to open the Clients module.
Click on the client's name to open their timeline.
Click the pencil icon in the top right corner of the client profile panel.
Update the required information.
Click "Save".