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Appointments & Calendar
  • Multi-Room Availability
Clients & Records
  • Recording Acupuncture Points
  • Recording a Consultation with the AI Scribe
Invoicing & Payments
  • Selling Herbs & Formula Batches on Invoices
  • Line-Item Discounts on Invoices
  • Gift Vouchers: Selling, Redeeming & Managing
  • Recording Expenses
Prescriptions & Formulas
  • Granule Concentration Ratios
Communications
  • Customising Notification Templates
  • Letter Templates & Automated Emails
  • SMS Messaging
  • Appointment Reminders, Confirmations & Cancellations
Settings & Integrations
  • Xero Integration
  • GST Setup for TCM Practices
  • Setting Up a Second Practice Location
  • Practitioner Commission
Hardware & Setup
  • Setting Up Your Brother Label Printer (Mac)
  • Setting Up Your Brother Label Printer (Windows)
Tutorials Clients & Records

Section

Clients & Records

2 tutorials in this section

  • Recording Acupuncture Points

    Chart the points you needled in seconds using your own quick-pick palette, protocols, and custom points — and see each client's point history build over time.

    7 min read
  • Recording a Consultation with the AI Scribe

    Record your consultation and have a draft note written into the fields of your own template — how to switch it on, what lands where, working in English or Chinese, and how to use your own headings.

    8 min read

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