The Global Reports page allows users to view, organize, search, and manage reports within the system. Users can navigate report folders, search by keywords, view report metadata, and manage repor...
To view checked-in patients, navigate to the "Check in" option from the top menu, then select the relevant clinic and branch - this will bring up the list of patients who have checked in.
If you're still unsure about something after checking the knowledge base or chatting to our AI companion, just head to the Data > Support Ticket menu and submit a ticket - we'll be happy to help an...
You could add your own SMS/ Email messages outside the default automation.To do so, please do the following: From top menu, select Settings > Clinics. Click Action menu > click View Branch(es)...
When a booking requires a deposit, our system sends the patient a notification with all the relevant details, including a payment link, as long as the "Sent after appointment created" message template...
When you log in to an account protected by 2FA, you typically need:Something you know (your password)Something you have (your phone, authentication app, or security key)For example:Enter your email an...
After completing an appointment, you can now send a message directly to the patient. Simply create templates in advance, and it will be available for use once the appointment has concluded. You can...
The Reports Overview provides a summary of your business performance. On the main report page, you can view a revenue breakdown, gross profit, and gross margin. Additionally, you can evaluate patient...
If you have weight loss patient, you could monitor the progress directly from PMC.The patient should download Personality Weight Loss app from app store here (android is still in progress).To do so, p...
To setup your medspa as a business partner, please follow these steps:Create your clinic profile. Enter your Clinic Name, which should be your medspa or brand name. Provide your main website URL; if y...
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