Add Clients and Contacts and Send Portal Invites on Mobile
5 articles
Add & Edit Clients on the Android Practitioner App
Add & Edit Clients on the iOS Practitioner App
Manage Clients on MobileSearch Clients and Get to Know the Client Record on Mobile
Add Contacts & Send Portal Invites on MobileLearn how to add a new or existing contact to a client, and send a portal invite on mobile
Create a Client on the Mobile AppLearn how to create a new client and add contacts on mobile