New clients can be added within Noted or invited to add themselves.
Adding a new client by yourself
Log in to Noted or navigate to the Dashboard in Client records using the Switcher in the top left-corner of your window
Click Add client
Fill in the client’s details in the form provided
The form includes custom-developed additional information, the client’s medical history, and any medications your new client is currently receiving
Click Finish to save the information
Tip: You can customise which fields are compulsory information.
Inviting a client
Invite a client to add their own information before their first appointment and save time. This can be especially useful if you ask your clients a lot of questions about themselves on their first visit.
Log in to Noted or navigate to the Dashboard in Client records using the Switcher
Click Invite client
Enter their name and email address
If required, customise the content of the email
Click Invite client
Your client will be emailed a link which will enable them to fill out their registration form. This will include your organisation’s default or customised Additional information form.
Note: Inviting a client creates a new client in Noted. If the client has already been added to your organisation, avoid duplication by simply searching for them from the Dashboard.
Tip: We are happy to provide a customised additional information form for your organisation. Please get in touch to discuss your requirements.