Invite a client to add their personal 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.
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.
To invite a client:
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
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.