From a Contact Record we have some key areas to allow us to manage a client's engagement with the organisation. It’s important to keep in mind that the Contact page layout can be configured to capture what ever is needed for a client and structured so that Users have easy access to important information.
Some of the key features are included below. You can also watch the video for a quick overview.
Scheduled Appointments Calendar
The Scheduled Appointments Calendar view gives a summary of services that are being delivered to a client with filtered Daily, Weekly and Monthly calendar views.
You can click into a Service Appointment in the calendar to access more information about the appointment and make updates.
Manage Client Appointments
Client Goals
Goal records can be added to a client to define the desired outcomes of a client and how services should be delivered to achieve these outcomes.
From a Goal record we can define specific service requirements which will then feed into our scheduling processes.
Managing Client Preferences
