Hey Jeremy,Depending on how the Chiropractor would like to manage SOAP notes, there are a couple of ways for them to go about implementing them through Business Center:1. Attaching them as a docume...
Hi Blake!To add to Steffie's response, when cancelling their first registration it does not automatically refund your customer. So if they already paid, you can cancel the payment request on the se...
Hey Libby, Currently, this is the information that syncs between Constant Contact and Business Center:Is this particular situation for a user who has a Partner account with Constant Contact and has...
Hi Kayla! Your currency is selected when you initially set up payments in Business Center. If you need to change your currency after setup, reach out to our support team and we can make this change...
Hi there!Are you referring to the widgets that go to your website/client portal? (Schedule, Pay, Share Document, etc.)If so, the Button option should allow you to link to those. Once you drag and d...
Hey Alex! The receipt generated in your software should automatically include your business address at the top as entered in Settings>Payments>Invoices & Estimates>Your Business Info. The receipt i...
Hi Elizabeth!There is not a limit to the number of imports. One thing to keep in mind is the length of time it takes for the system to complete the import, as it can vary when uploading a large amo...
Hello!Thank you for your question. All form submissions will be attached as a conversation in your software to the client who submitted it. The email that is saved on file, will also get a notifica...
Hi James, When viewing your invoices, you can filter them by status on the right-hand menu under "Filter Billing & Invoicing". I created a guide for you here that goes over this in more detail: ht...
Hi Gary! You can do this by creating a package for that client with that service included. Packages use credits that are redeemed when your client schedules an appointment for that service. You can...
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