The Essential Guide to Daily Activities
This guide assumes you have completed the Essential Setup Guide.
What's this Essential Guide for?
It's easy to feel overwhelmed when you start using a new piece of software.
The guide helps put coreplus into the context of your day-to-day practice requirements.
Grab a cup of coffee; or your favourite juice blend & get yourself in the zone for the day ahead.
Check your reports...
2. Booking appointments for clients...
A client has phoned in and wants to see one of your incredible practitioners.
- Book an appointment for a client
- Make this process faster! Be sure to set up Appointment Types.
- Create a recurring appointment
- Add client to your waiting list
- Reschedule an Appointment
- SMS reminders are sent to clients the day before their appointment. Have you set up your SMS appointment reminders?
Set up Schedules to minimise booking mistakes
Create schedules for each practitioner to stop incorrect appointments being made.
3. When the client arrives for the appointment...
- You can right-click on the appointment and notify the practitioner that their client has arrived.
- Or you can double-click on the appointment and tick some boxes regarding the status of it.
4. During the consultation...
5. After the consultation...
Create an invoice
6. End of day...
Eva Sweid -