Client Details Page
A
Andrea Houlihan
CLIENT DETAILS PAGE
Hi there, at the moment I can link an appointment to a client but Heidi is not recalling basic things such as parent names or current goals. I have to enter these into context every time. Id like to have a client page for each client that has key elements that Id like Heidi to consider each session such as current goals (I will need to be able to update the Client page as things change), parent's names etc It would also be great to be able to select a check box to advise Heidi who attended the session...
Tom
Hey Andrea Houlihan, thanks for your feedback! I have a few more questions for you:
- What specific key elements would you like to be included on the client page besides current goals and parent's names?
- How often do you anticipate needing to update the client page with new information?
- Would you like any specific notifications or reminders related to the client page updates?