Zanda Knowledge Base
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Practice Administration
Learn how to use Zanda features to successfully setup and manage your practice.
Managing Clients
- Add and Manage Custom Profile Fields
- Adding And Managing Clients In Waitlist
- Adding Client Contacts Manually
- Archiving, Deleting, Unarchiving and Restoring Clients
- Client Mega Menu
- Client Profile in Detail
- Client Progress Reports
- How to Toggle Alerts for Clients
- Managing Shared Profiles
- Managing Vaccination Status with Clients
- Merging Duplicate Profiles
- Setting Up and Allocating Client Types
- Setting Up and Using Client Classifications
- Understanding Third Party Profiles
- Updating Profiles in Bulk
- Using Cancellation Reasons
- Using Client and Practice Tasks
- Using Zanda for Client Records Only
Managing Referrers
Practitioners and Users
- Account User Settings
- Adding a New Practitioner to Your Account
- Adding and Editing Practitioners
- Assigning Multiple Practitioners to a Client Profile
- Managing Practitioner Notifications
- Managing Users
- Setting The Default Practitioner For New and Existing Clients
- Showing Your User Time Zone In the Calendar
- User Permissions For Accountants
- User Permissions For Practitioners
- User Permissions For Reception/Admin Staff
- When a Practitioner Leaves
Practitioners Availability and Locations
Rooms and Resources
Marketing Tools
Practice Operations Manual
Team Training
Managing Calendars
- Adding Breaks To Your Calendar
- Appointment Statuses, Symbols and Calendar Legend
- Can Clients Check Themselves In at the Clinic (Self Check-In Kiosk or Tablet)?
- Editing Your Calendar Display
- Printing Your Schedule
- Using Coloured Appointment Flags
- Using Practitioner Groups
- Using the Locations Filter
- What is Private Mode?