If you are interested in tracking where your clients are coming from, the Referrals By Type report is an excellent place to begin. This report, available to Front Office and Admin users, shows the Referral Types and Notes for all clients added within a particular timeframe. To access the report, navigate to Admin ->..
Tag: Front Office
Does your company like to recognize clients on their birthdays? Our new Birthday report is designed to assist with this! Select the “Monthly Birthday Report” from the list of Front Office Reports. Then, select the month for which you’d like to pull birthdays: The resulting Excel report will show Client Names, Account Numbers,..
As outlined in our post about Updating Appointment Statuses, Simpatico’s Appointment Calendar allows you the option to charge clients a No Show or Cancellation fee*. After selecting a Reason for the Cancellation or No Show, users will opt to have a “Charge” or “No Charge” for the Missed Visit. Clicking “Charge” will generate a visit..
Updating an Appointment (Check-in, Cancel, No Show) Updating the status of appointments allows all users to see client appointment status at a glance, and also makes this information available for reporting purposes To update an appointment’s status on the Appointment Calendar, right click on the appointment. A status menu will populate: Open “Open” will allow..