Zanda Knowledge Base

Getting Started with Zanda

Learn about how to start using your Zanda account in a few easy steps.

• Adding New Clients Six Ways
• Completing Appointments and Generating Invoices/Receipts
• Custom Lists
• Get Help and Learn With Zanda
• Getting Started

Video Tutorials

Learn how to use Zanda with our easy, step-by-step video tutorials.

• Join Our Live Workshops With Q&A
• Navigating the New Zanda Interface - Key Updates and Features
• Video: Accessing Templates in Zanda
• Video: Adding and Editing Account Users
• Video: Adding and Managing Clients in Waitlist

Account Management

Learn about managing your account and security information.

• Accessing Your Account on a Mobile Device
• Accessing your Zanda Subscription Information and Payments
• Activating Two Factor Authentication
• Adding Your Access Link to Your Homescreen
• Adding Your Account Access Link to Your Desktop

Practice Administration

Learn how to use Zanda features to successfully setup and manage your practice.

• Account User Settings
• Add and Manage Custom Profile Fields
• Adding a New Practitioner to Your Account
• Adding and Editing Practitioners
• Adding And Managing Clients In Waitlist

BizzyAI: Zanda AI Assistant

Learn how BizzyAI can boost productivity with AI tools that handle the hard work for you.

• BizzyAI: Insights for Client‑Aware Letters, Emails & Q&A - COMING SOON
• BizzyAI: Scribe & BizzyAI: Refine for Notes
• How to Collect Clients' Consent for Using Zanda AI Scribe Tool
• How to Try BizzyAI: Scribe with Confidence
• Understanding How Your Practitioner Uses Note-Taking AI

Moving to Zanda

Learn how to move to Zanda smoothly with our data import services.

• Are You Ready to Switch Over to Zanda?
• Copying Data to Another Zanda Account
• General Importing Guidelines
• Importing your Data - FAQ
• Moving from Best Practice Allied to Zanda

Appointments and Reminders

Learn all about Zanda appointments and client reminders.

• Configuring Appointment Reminders
• Creating and Managing Personal Appointments
• Creating, Editing and Deleting a Client Appointment
• Creating, Editing and Deleting Recurring Appointments
• Creating, Editing and Managing Group Appointments

Billing Management

Learn about invoices, payments, receipts and statements.

• Adding an NDIS Insurer Type
• Adding and Editing Products
• Adding and Editing Services
• Adding and Managing Payments
• Adding Business Registration Number to Invoices

Client Notes, Forms and Files

Learn how to write notes, use online forms and save documents and files to a client's record.

• Add Contacts to Client Profiles Using Online Forms
• Adding Client Authentication To Online Forms
• Adding Supervisor Signatures to Notes
• Collect Multiple Client Insurance Records Automatically Using Online Forms
• Converting Between Note Templates and Form Templates

Communication

Learn to use communication templates, send messages and generate letters.

• About SMS Messages and Fees
• Add Users Signature to Emails and Letters
• Available Merge Fields for Communication Templates
• Communicating with Clients
• Communicating with Practitioners

Automations

Learn how to set up and use invoicing, recall and post-appointment automations in Zanda.

• Automations FAQs
• Communication Templates for Zanda Automations
• Managing Automations
• Setting Up a Post-Appointment Automation
• Setting Up a Pre-Appointment Automation

Client Portal

Enhanced Zanda Client Portal with more styling options, client self-service features and integrations.

• Accepting Waitlist Requests Via Client Portal
• Adding Your Client Portal to Your Website, Social Media and Google
• Allow Clients to Reschedule Appointments via the Client Portal
• Allowing Contacts to Book on Behalf​ of ​Clients
• Client Portal Appointment Cancellations and Payments Management

Telehealth

Learn how to use Zanda Telehealth system for secure video consultations with your clients.

• Adding Telehealth Services and Item Numbers
• Enabling Telehealth Calls on Appointments Automatically
• Flagging Telehealth Appointments
• Getting Ready for a Zoom Telehealth Session
• Inviting Clients to a Zoom Telehealth Session

Reports

Learn about the Reports feature for tracking and optimising your practice performance.

• Building Custom Reports Outside of Zanda
• Client Reports
• Financial Reports
• Grouping Reports
• Practice Reports

FAQs and Troubleshooting

Find answers to the most frequent questions, pro-tips, and troubleshooting advice.

• Activating your Capterra Gift Card
• Adding Email Addresses to Safe Senders List
• Are Zanda SMS and Emails HIPAA Compliant?
• Can Clients Call My Account SMS Number?
• Clearing Your Cache, Cookies and History

Integrations

Learn about Zanda integrations with Xero, Stripe, MailChimp, Google and Outlook, Physitrack, Tyro (AU), Medicare (AU), and more.

• Adding Stripe Card Processing Fees to Client Payments
• Automatically Allocate Medicare Bulk Bill and DVA Payments to Invoices
• Collecting Client Credit Card Details
• Connecting to Apple Calendar
• Connecting to MailChimp

Support News and Announcements

Learn about the latest support news and announcements.

• About the New Client Portal
• Australian Data Residency and Access
• BizzyAI Release
• Changes to Telehealth Services In-Detail
• Data Saved to the Permanent Record